M3 Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
5,576
+945
| +20% | +$470K | 1.92% | 14 |
|
|
2025
Q1 | $1.74M | Sell |
4,631
-1,428
| -24% | -$536K | 1.37% | 19 |
|
|
2024
Q4 | $2.55M | Sell |
6,059
-63
| -1% | -$26.6K | 1.83% | 14 |
|
|
2024
Q3 | $2.63M | Buy |
6,122
+675
| +12% | +$290K | 1.93% | 12 |
|
|
2024
Q2 | $2.43M | Buy |
5,447
+949
| +21% | +$424K | 2% | 13 |
|
|
2024
Q1 | $1.89M | Buy |
4,498
+1,407
| +46% | +$592K | 1.71% | 15 |
|
|
2023
Q4 | $1.16M | Buy |
+3,091
| New | +$1.16M | 1.36% | 18 |
|