Mitchell & Pahl 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 | $7.82M | Buy |
15,719
+90
| +0.6% | +$44.8K | 3.45% | 1 |
|
|
2025
Q1 | $5.87M | Sell |
15,629
-16
| -0.1% | -$6.01K | 2.74% | 2 |
|
|
2024
Q4 | $6.59M | Sell |
15,645
-155
| -1% | -$65.3K | 3.08% | 2 |
|
|
2024
Q3 | $6.8M | Buy |
15,800
+1,250
| +9% | +$538K | 3.17% | 2 |
|
|
2024
Q2 | $6.5M | Sell |
14,550
-229
| -2% | -$102K | 3.43% | 1 |
|
|
2024
Q1 | $6.22M | Sell |
14,779
-194
| -1% | -$81.6K | 3.27% | 1 |
|
|
2023
Q4 | $5.63M | Sell |
14,973
-856
| -5% | -$322K | 3.2% | 2 |
|
|
2023
Q3 | $5M | Buy |
15,829
+3
| +0% | +$947 | 2.97% | 2 |
|
|
2023
Q2 | $5.39M | Sell |
15,826
-149
| -0.9% | -$50.7K | 3.25% | 2 |
|
|
2023
Q1 | $4.61M | Sell |
15,975
-7
| -0% | -$2.02K | 2.88% | 2 |
|
|
2022
Q4 | $3.83M | Sell |
15,982
-60
| -0.4% | -$14.4K | 2.52% | 3 |
|
|
2022
Q3 | $3.74M | Sell |
16,042
-196
| -1% | -$45.6K | 2.76% | 3 |
|
|
2022
Q2 | $4.17M | Buy |
16,238
+47
| +0.3% | +$12.1K | 2.9% | 3 |
|
|
2022
Q1 | $4.99M | Sell |
16,191
-113
| -0.7% | -$34.8K | 3.18% | 2 |
|
|
2021
Q4 | $5.48M | Sell |
16,304
-135
| -0.8% | -$45.4K | 3.51% | 2 |
|
|
2021
Q3 | $4.63M | Sell |
16,439
-26
| -0.2% | -$7.33K | 3.34% | 2 |
|
|
2021
Q2 | $4.46M | Buy |
16,465
+28
| +0.2% | +$7.59K | 3.19% | 2 |
|
|
2021
Q1 | $3.88M | Sell |
16,437
-102
| -0.6% | -$24K | 3% | 3 |
|
|
2020
Q4 | $3.68M | Buy |
+16,539
| New | +$3.68M | 3.09% | 3 |
|