MGO Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
2,673
+6
| +0.2% | +$2.99K | 0.85% | 27 |
|
|
2025
Q1 | $1M | Sell |
2,667
-126
| -5% | -$47.3K | 0.71% | 30 |
|
|
2024
Q4 | $1.18M | Sell |
2,793
-430
| -13% | -$181K | 0.84% | 27 |
|
|
2024
Q3 | $1.39M | Sell |
3,223
-1,832
| -36% | -$788K | 0.99% | 22 |
|
|
2024
Q2 | $2.26M | Buy |
5,055
+15
| +0.3% | +$6.71K | 1.42% | 17 |
|
|
2024
Q1 | $2.12M | Buy |
5,040
+704
| +16% | +$296K | 1.33% | 18 |
|
|
2023
Q4 | $1.63M | Sell |
4,336
-9
| -0.2% | -$3.38K | 1.12% | 21 |
|
|
2023
Q3 | $1.37M | Buy |
4,345
+404
| +10% | +$128K | 1.02% | 21 |
|
|
2023
Q2 | $1.34M | Sell |
3,941
-509
| -11% | -$173K | 1.01% | 24 |
|
|
2023
Q1 | $1.28M | Sell |
4,450
-2,425
| -35% | -$699K | 1.01% | 26 |
|
|
2022
Q4 | $1.65M | Sell |
6,875
-64
| -0.9% | -$15.3K | 0.75% | 33 |
|
|
2022
Q3 | $1.62M | Buy |
+6,939
| New | +$1.62M | 0.77% | 28 |
|