KWB 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 | $4.52M | Sell |
12,041
-197
| -2% | -$74K | 0.55% | 37 |
|
|
2025
Q1 | $5.16M | Buy |
12,238
+361
| +3% | +$152K | 0.62% | 31 |
|
|
2024
Q4 | $5.11M | Buy |
11,877
+732
| +7% | +$315K | 0.63% | 29 |
|
|
2024
Q3 | $4.98M | Sell |
11,145
-817
| -7% | -$365K | 0.65% | 28 |
|
|
2024
Q2 | $5.03M | Sell |
11,962
-62
| -0.5% | -$26.1K | 0.69% | 26 |
|
|
2024
Q1 | $5.06M | Sell |
12,024
-610
| -5% | -$257K | 0.68% | 26 |
|
|
2023
Q4 | $4.75M | Sell |
12,634
-114
| -0.9% | -$42.9K | 0.69% | 25 |
|
|
2023
Q3 | $4.34M | Sell |
12,748
-279
| -2% | -$95K | 0.7% | 24 |
|
|
2023
Q2 | $4.44M | Buy |
13,027
+1,252
| +11% | +$426K | 0.7% | 24 |
|
|
2023
Q1 | $2.82M | Buy |
11,775
+5,553
| +89% | +$1.33M | 0.52% | 26 |
|
|
2022
Q4 | $1.49M | Sell |
6,222
-5,519
| -47% | -$1.32M | 0.28% | 39 |
|
|
2022
Q3 | $2.73M | Buy |
11,741
+117
| +1% | +$27.2K | 0.55% | 24 |
|
|
2022
Q2 | $2.99M | Buy |
11,624
+806
| +7% | +$207K | 0.57% | 27 |
|
|
2022
Q1 | $3.64M | Hold |
10,818
| – | – | 0.61% | 23 |
|
|
2021
Q4 | $3.64M | Buy |
10,818
+74
| +0.7% | +$24.9K | 0.6% | 23 |
|
|
2021
Q3 | $3.03M | Buy |
10,744
+431
| +4% | +$122K | 0.54% | 24 |
|
|
2021
Q2 | $2.43M | Hold |
10,313
| – | – | 0.47% | 29 |
|
|
2021
Q1 | $2.43M | Buy |
10,313
+394
| +4% | +$92.9K | 0.46% | 29 |
|
|
2020
Q4 | $2.21M | Buy |
+9,919
| New | +$2.21M | 0.46% | 30 |
|