Kathleen S. Wright Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Hold |
1,903
| – | – | 0.37% | 52 |
|
|
2025
Q1 | $714K | Buy |
1,903
+1,212
| +175% | +$455K | 0.3% | 63 |
|
|
2024
Q4 | $292K | Hold |
691
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $294K | Buy |
691
+136
| +25% | +$57.8K | 0.12% | 98 |
|
|
2024
Q2 | $249K | Sell |
555
-90
| -14% | -$40.4K | 0.11% | 100 |
|
|
2024
Q1 | $272K | Buy |
645
+413
| +178% | +$174K | 0.13% | 95 |
|
|
2023
Q4 | $87.2K | Buy |
232
+143
| +161% | +$53.8K | 0.04% | 110 |
|
|
2023
Q3 | $28.1K | Hold |
89
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $30.3K | Hold |
89
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $25.7K | Hold |
89
| – | – | 0.02% | 116 |
|
|
2022
Q4 | $21K | Hold |
89
| – | – | 0.01% | 135 |
|
|
2022
Q3 | $21K | Buy |
89
+87
| +4,350% | +$20.5K | 0.02% | 128 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 145 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$19K | – | 154 |
|
|
2021
Q4 | $19K | Buy |
+57
| New | +$19K | 0.01% | 119 |
|