MN 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 | $2.67M | Buy |
5,376
+658
| +14% | +$327K | 1.56% | 15 |
|
|
2025
Q1 | $1.77M | Buy |
4,718
+48
| +1% | +$18K | 1.04% | 23 |
|
|
2024
Q4 | $1.97M | Buy |
4,670
+254
| +6% | +$107K | 1.11% | 22 |
|
|
2024
Q3 | $1.9M | Sell |
4,416
-38
| -0.9% | -$16.4K | 1.08% | 20 |
|
|
2024
Q2 | $1.99M | Buy |
4,454
+236
| +6% | +$105K | 1.15% | 20 |
|
|
2024
Q1 | $1.77M | Sell |
4,218
-13
| -0.3% | -$5.47K | 1.1% | 22 |
|
|
2023
Q4 | $1.59M | Buy |
+4,231
| New | +$1.59M | 1.1% | 19 |
|