Moneywise Inc’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
3,219
+240
+8% +$119K 0.75% 31
2025
Q1
$1.12M Sell
2,979
-87
-3% -$32.7K 0.59% 30
2024
Q4
$1.29M Sell
3,066
-556
-15% -$234K 0.65% 28
2024
Q3
$1.56M Buy
+3,622
New +$1.56M 0.77% 27