Kapstone Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
10,443
+544
| +5% | +$271K | 2.59% | 7 |
|
|
2025
Q1 | $3.72M | Buy |
9,899
+145
| +1% | +$54.4K | 2.1% | 8 |
|
|
2024
Q4 | $4.31M | Sell |
9,754
-335
| -3% | -$148K | 2.3% | 7 |
|
|
2024
Q3 | $4.32M | Buy |
10,089
+256
| +3% | +$110K | 2.62% | 7 |
|
|
2024
Q2 | $4.39M | Buy |
9,833
+443
| +5% | +$198K | 2.88% | 7 |
|
|
2024
Q1 | $3.95M | Buy |
9,390
+92
| +1% | +$38.7K | 2.69% | 8 |
|
|
2023
Q4 | $3.76M | Buy |
9,298
+484
| +5% | +$196K | 2.95% | 5 |
|
|
2023
Q3 | $2.78M | Buy |
8,814
+49
| +0.6% | +$15.5K | 2.51% | 7 |
|
|
2023
Q2 | $2.95M | Buy |
8,765
+7
| +0.1% | +$2.35K | 2.44% | 7 |
|
|
2023
Q1 | $2.54M | Sell |
8,758
-390
| -4% | -$113K | 2.29% | 7 |
|
|
2022
Q4 | $2.42M | Buy |
+9,148
| New | +$2.42M | 2.2% | 7 |
|