Mills Wealth 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 | $513K | Buy |
1,031
+53
| +5% | +$26.4K | 0.24% | 43 |
|
|
2025
Q1 | $367K | Buy |
978
+41
| +4% | +$15.4K | 0.2% | 47 |
|
|
2024
Q4 | $395K | Buy |
937
+194
| +26% | +$81.8K | 0.22% | 40 |
|
|
2024
Q3 | $320K | Hold |
743
| – | – | 0.22% | 40 |
|
|
2024
Q2 | $332K | Sell |
743
-117
| -14% | -$52.3K | 0.24% | 39 |
|
|
2024
Q1 | $362K | Sell |
860
-179
| -17% | -$75.3K | 0.27% | 39 |
|
|
2023
Q4 | $391K | Buy |
1,039
+4
| +0.4% | +$1.5K | 0.3% | 34 |
|
|
2023
Q3 | $327K | Buy |
1,035
+209
| +25% | +$66K | 0.26% | 35 |
|
|
2023
Q2 | $281K | Hold |
826
| – | – | 0.21% | 38 |
|
|
2023
Q1 | $238K | Sell |
826
-75
| -8% | -$21.6K | 0.19% | 41 |
|
|
2022
Q4 | $216K | Buy |
+901
| New | +$216K | 0.2% | 49 |
|