Joule Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
2,306
-33
| -1% | -$16.4K | 0.37% | 35 |
|
|
2025
Q1 | $878K | Sell |
2,339
-275
| -11% | -$103K | 0.31% | 41 |
|
|
2024
Q4 | $1.1M | Sell |
2,614
-685
| -21% | -$289K | 0.39% | 36 |
|
|
2024
Q3 | $1.42M | Sell |
3,299
-416
| -11% | -$179K | 0.52% | 28 |
|
|
2024
Q2 | $1.66M | Sell |
3,715
-16
| -0.4% | -$7.15K | 0.68% | 21 |
|
|
2024
Q1 | $1.57M | Sell |
3,731
-502
| -12% | -$211K | 0.65% | 23 |
|
|
2023
Q4 | $1.59M | Buy |
+4,233
| New | +$1.59M | 0.74% | 16 |
|
|
2023
Q3 | – | Sell |
-1,813
| Closed | -$613K | – | 103 |
|
|
2023
Q2 | $613K | Buy |
1,813
+4
| +0.2% | +$1.35K | 0.32% | 41 |
|
|
2023
Q1 | $522K | Sell |
1,809
-1
| -0.1% | -$288 | 0.28% | 45 |
|
|
2022
Q4 | $434K | Buy |
1,810
+258
| +17% | +$61.9K | 0.29% | 48 |
|
|
2022
Q3 | $361K | Buy |
1,552
+120
| +8% | +$27.9K | 0.27% | 56 |
|
|
2022
Q2 | $368K | Buy |
+1,432
| New | +$368K | 0.29% | 53 |
|