Massachusetts 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 | $4.83M | Hold |
9,720
| – | – | 2.73% | 4 |
|
|
2025
Q1 | $3.65M | Sell |
9,720
-89
| -0.9% | -$33.4K | 2.5% | 7 |
|
|
2024
Q4 | $4.13M | Sell |
9,809
-77
| -0.8% | -$32.5K | 2.55% | 5 |
|
|
2024
Q3 | $4.25M | Buy |
9,886
+246
| +3% | +$106K | 2.68% | 5 |
|
|
2024
Q2 | $4.31M | Buy |
9,640
+25
| +0.3% | +$11.2K | 2.89% | 5 |
|
|
2024
Q1 | $4.05M | Buy |
9,615
+120
| +1% | +$50.5K | 2.85% | 4 |
|
|
2023
Q4 | $3.57M | Buy |
9,495
+242
| +3% | +$91K | 2.88% | 6 |
|
|
2023
Q3 | $2.92M | Buy |
9,253
+50
| +0.5% | +$15.8K | 2.68% | 9 |
|
|
2023
Q2 | $3.13M | Buy |
9,203
+125
| +1% | +$42.6K | 3% | 6 |
|
|
2023
Q1 | $2.62M | Sell |
9,078
-175
| -2% | -$50.5K | 2.7% | 8 |
|
|
2022
Q4 | $2.29M | Buy |
+9,253
| New | +$2.29M | 2.22% | 11 |
|