Journey Strategic Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8M | Buy |
110,134
+23,650
| +27% | +$11.8M | 1.78% | 5 |
|
|
2025
Q1 | $32.5M | Buy |
86,484
+32,475
| +60% | +$12.2M | 1.13% | 5 |
|
|
2024
Q4 | $22.8M | Buy |
54,009
+2,299
| +4% | +$969K | 0.85% | 8 |
|
|
2024
Q3 | $22.3M | Buy |
51,710
+16,669
| +48% | +$7.17M | 0.81% | 8 |
|
|
2024
Q2 | $15.7M | Buy |
35,041
+1,905
| +6% | +$851K | 0.67% | 10 |
|
|
2024
Q1 | $13.9M | Buy |
33,136
+4,690
| +16% | +$1.97M | 0.62% | 11 |
|
|
2023
Q4 | $10.7M | Sell |
28,446
-2,940
| -9% | -$1.11M | 0.5% | 12 |
|
|
2023
Q3 | $9.91M | Buy |
31,386
+1,054
| +3% | +$333K | 0.47% | 12 |
|
|
2023
Q2 | $10.3M | Buy |
30,332
+1,035
| +4% | +$352K | 0.47% | 11 |
|
|
2023
Q1 | $8.45M | Sell |
29,297
-670
| -2% | -$193K | 0.89% | 10 |
|
|
2022
Q4 | $7.19M | Buy |
29,967
+9,470
| +46% | +$2.27M | 0.85% | 10 |
|
|
2022
Q3 | $4.77M | Buy |
20,497
+1,765
| +9% | +$411K | 0.64% | 14 |
|
|
2022
Q2 | $4.81M | Buy |
18,732
+976
| +5% | +$251K | 0.64% | 12 |
|
|
2022
Q1 | $5.47M | Buy |
17,756
+161
| +0.9% | +$49.6K | 0.6% | 7 |
|
|
2021
Q4 | $5.92M | Buy |
+17,595
| New | +$5.92M | 0.62% | 15 |
|