Maltin 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 | $352K | Buy |
708
+2
| +0.3% | +$994 | 0.16% | 91 |
|
|
2025
Q1 | $265K | Sell |
706
-65
| -8% | -$24.4K | 0.12% | 111 |
|
|
2024
Q4 | $325K | Sell |
771
-11
| -1% | -$4.64K | 0.16% | 100 |
|
|
2024
Q3 | $337K | Buy |
782
+1
| +0.1% | +$430 | 0.16% | 93 |
|
|
2024
Q2 | $349K | Sell |
781
-19
| -2% | -$8.5K | 0.19% | 89 |
|
|
2024
Q1 | $337K | Sell |
800
-14
| -2% | -$5.89K | 0.19% | 90 |
|
|
2023
Q4 | $306K | Sell |
814
-21
| -3% | -$7.9K | 0.19% | 89 |
|
|
2023
Q3 | $264K | Sell |
835
-20
| -2% | -$6.31K | 0.18% | 93 |
|
|
2023
Q2 | $291K | Buy |
855
+22
| +3% | +$7.5K | 0.21% | 86 |
|
|
2023
Q1 | $240K | Buy |
+833
| New | +$240K | 0.17% | 92 |
|
|
2022
Q4 | – | Sell |
-1,031
| Closed | -$240K | – | 109 |
|
|
2022
Q3 | $240K | Buy |
1,031
+4
| +0.4% | +$931 | 0.19% | 93 |
|
|
2022
Q2 | $264K | Buy |
1,027
+9
| +0.9% | +$2.31K | 0.19% | 92 |
|
|
2022
Q1 | $314K | Buy |
1,018
+5
| +0.5% | +$1.54K | 0.21% | 90 |
|
|
2021
Q4 | $341K | Buy |
1,013
+19
| +2% | +$6.4K | 0.21% | 89 |
|
|
2021
Q3 | $280K | Buy |
994
+47
| +5% | +$13.2K | 0.17% | 90 |
|
|
2021
Q2 | $257K | Buy |
947
+63
| +7% | +$17.1K | 0.16% | 94 |
|
|
2021
Q1 | $208K | Buy |
+884
| New | +$208K | 0.13% | 103 |
|
|
2020
Q2 | – | Sell |
-4,026
| Closed | -$635K | – | 88 |
|
|
2020
Q1 | $635K | Buy |
+4,026
| New | +$635K | 0.54% | 46 |
|