Market Street Wealth Management Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
5,526
+1,324
| +32% | +$659K | 0.45% | 32 |
|
|
2025
Q1 | $1.58M | Buy |
4,202
+38
| +0.9% | +$14.3K | 0.27% | 43 |
|
|
2024
Q4 | $1.76M | Buy |
4,164
+539
| +15% | +$227K | 0.29% | 41 |
|
|
2024
Q3 | $1.56M | Buy |
3,625
+282
| +8% | +$121K | 0.26% | 44 |
|
|
2024
Q2 | $1.49M | Buy |
3,343
+98
| +3% | +$43.8K | 0.26% | 45 |
|
|
2024
Q1 | $1.37M | Sell |
3,245
-27
| -0.8% | -$11.4K | 0.24% | 46 |
|
|
2023
Q4 | $1.23M | Buy |
3,272
+525
| +19% | +$197K | 0.26% | 50 |
|
|
2023
Q3 | $867K | Buy |
2,747
+1,164
| +74% | +$368K | 0.22% | 54 |
|
|
2023
Q2 | $539K | Buy |
1,583
+55
| +4% | +$18.7K | 0.14% | 67 |
|
|
2023
Q1 | $441K | Buy |
1,528
+127
| +9% | +$36.6K | 0.12% | 76 |
|
|
2022
Q4 | $336K | Buy |
1,401
+208
| +17% | +$49.9K | 0.1% | 79 |
|
|
2022
Q3 | $278K | Sell |
1,193
-4
| -0.3% | -$932 | 0.09% | 81 |
|
|
2022
Q2 | $307K | Sell |
1,197
-371
| -24% | -$95.2K | 0.09% | 75 |
|
|
2022
Q1 | $483K | Buy |
1,568
+325
| +26% | +$100K | 0.17% | 58 |
|
|
2021
Q4 | $418K | Sell |
1,243
-99
| -7% | -$33.3K | 0.14% | 61 |
|
|
2021
Q3 | $378K | Buy |
1,342
+194
| +17% | +$54.6K | 0.15% | 57 |
|
|
2021
Q2 | $311K | Sell |
1,148
-457
| -28% | -$124K | 0.14% | 58 |
|
|
2021
Q1 | $378K | Hold |
1,605
| – | – | 0.22% | 46 |
|
|
2020
Q4 | $357K | Buy |
1,605
+15
| +0.9% | +$3.34K | 0.28% | 37 |
|
|
2020
Q3 | $334K | Sell |
1,590
-40
| -2% | -$8.4K | 0.3% | 38 |
|
|
2020
Q2 | $332K | Hold |
1,630
| – | – | 0.3% | 40 |
|
|
2020
Q1 | $257K | Buy |
+1,630
| New | +$257K | 0.28% | 39 |
|