Madison Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Sell |
18,315
-171
| -0.9% | -$85.1K | 1.99% | 12 |
|
|
2025
Q1 | $6.94M | Buy |
18,486
+102
| +0.6% | +$38.3K | 1.71% | 13 |
|
|
2024
Q4 | $7.75M | Sell |
18,384
-139
| -0.8% | -$58.6K | 2.17% | 10 |
|
|
2024
Q3 | $7.97M | Buy |
18,523
+1,989
| +12% | +$856K | 2.36% | 10 |
|
|
2024
Q2 | $7.39M | Sell |
16,534
-207
| -1% | -$92.5K | 2.53% | 8 |
|
|
2024
Q1 | $7.04M | Buy |
16,741
+1,508
| +10% | +$634K | 2.55% | 8 |
|
|
2023
Q4 | $5.73M | Buy |
15,233
+3,630
| +31% | +$1.37M | 2.27% | 10 |
|
|
2023
Q3 | $3.66M | Buy |
11,603
+1,110
| +11% | +$350K | 1.85% | 11 |
|
|
2023
Q2 | $3.57M | Buy |
10,493
+13
| +0.1% | +$4.43K | 1.67% | 12 |
|
|
2023
Q1 | $3.02M | Sell |
10,480
-43
| -0.4% | -$12.4K | 1.52% | 15 |
|
|
2022
Q4 | $2.52M | Buy |
10,523
+400
| +4% | +$95.9K | 1.47% | 14 |
|
|
2022
Q3 | $2.36M | Buy |
10,123
+202
| +2% | +$47.1K | 1.54% | 14 |
|
|
2022
Q2 | $2.55M | Buy |
9,921
+1,267
| +15% | +$325K | 1.62% | 14 |
|
|
2022
Q1 | $2.67M | Buy |
8,654
+236
| +3% | +$72.8K | 1.49% | 14 |
|
|
2021
Q4 | $2.83M | Buy |
8,418
+130
| +2% | +$43.7K | 1.42% | 14 |
|
|
2021
Q3 | $2.34M | Buy |
8,288
+160
| +2% | +$45.1K | 1.32% | 14 |
|
|
2021
Q2 | $2.2M | Buy |
8,128
+1,667
| +26% | +$452K | 1.26% | 15 |
|
|
2021
Q1 | $1.44M | Hold |
6,461
| – | – | 1.01% | 16 |
|
|
2020
Q4 | $1.44M | Buy |
+6,461
| New | +$1.44M | 0.96% | 17 |
|