Long Island Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
2,177
+159
| +8% | +$79.1K | 0.56% | 38 |
|
|
2025
Q1 | $758K | Hold |
2,018
| – | – | 0.46% | 45 |
|
|
2024
Q4 | $851K | Buy |
2,018
+10
| +0.5% | +$4.22K | 0.53% | 42 |
|
|
2024
Q3 | $864K | Sell |
2,008
-90
| -4% | -$38.7K | 0.57% | 42 |
|
|
2024
Q2 | $938K | Sell |
2,098
-10
| -0.5% | -$4.47K | 0.66% | 36 |
|
|
2024
Q1 | $887K | Buy |
2,108
+101
| +5% | +$42.5K | 0.63% | 38 |
|
|
2023
Q4 | $755K | Buy |
+2,007
| New | +$755K | 0.54% | 39 |
|