Meritas 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 | $2.36M | Hold |
4,753
| – | – | 1.3% | 14 |
|
|
2025
Q1 | $1.78M | Sell |
4,753
-26
| -0.5% | -$9.76K | 1.05% | 16 |
|
|
2024
Q4 | $2.01M | Sell |
4,779
-75
| -2% | -$31.6K | 1.21% | 15 |
|
|
2024
Q3 | $2.09M | Buy |
4,854
+165
| +4% | +$71K | 1.29% | 15 |
|
|
2024
Q2 | $2.1M | Hold |
4,689
| – | – | 1.48% | 13 |
|
|
2024
Q1 | $1.97M | Sell |
4,689
-77
| -2% | -$32.4K | 1.37% | 13 |
|
|
2023
Q4 | $1.79M | Buy |
4,766
+84
| +2% | +$31.6K | 1.34% | 13 |
|
|
2023
Q3 | $1.48M | Sell |
4,682
-201
| -4% | -$63.5K | 1.13% | 13 |
|
|
2023
Q2 | $1.66M | Buy |
4,883
+260
| +6% | +$88.5K | 1.25% | 12 |
|
|
2023
Q1 | $1.33M | Buy |
4,623
+91
| +2% | +$26.2K | 1.05% | 15 |
|
|
2022
Q4 | $1.09M | Buy |
+4,532
| New | +$1.09M | 0.9% | 14 |
|