MorganRosel Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
5,718
-427
| -7% | -$212K | 0.78% | 28 |
|
|
2025
Q1 | $2.31M | Sell |
6,145
-2
| -0% | -$751 | 0.7% | 29 |
|
|
2024
Q4 | $2.59M | Buy |
6,147
+516
| +9% | +$217K | 0.85% | 26 |
|
|
2024
Q3 | $2.42M | Buy |
5,631
+175
| +3% | +$75.3K | 0.8% | 26 |
|
|
2024
Q2 | $2.44M | Sell |
5,456
-256
| -4% | -$114K | 0.86% | 25 |
|
|
2024
Q1 | $2.4M | Sell |
5,712
-25
| -0.4% | -$10.5K | 0.86% | 26 |
|
|
2023
Q4 | $2.16M | Sell |
5,737
-165
| -3% | -$62K | 0.83% | 23 |
|
|
2023
Q3 | $1.86M | Buy |
5,902
+4,337
| +277% | +$1.37M | 0.78% | 25 |
|
|
2023
Q2 | $533K | Buy |
1,565
+331
| +27% | +$113K | 0.22% | 73 |
|
|
2023
Q1 | $356K | Sell |
1,234
-73
| -6% | -$21K | 0.15% | 77 |
|
|
2022
Q4 | $313K | Hold |
1,307
| – | – | 0.14% | 81 |
|
|
2022
Q3 | $304K | Sell |
1,307
-20
| -2% | -$4.65K | 0.15% | 80 |
|
|
2022
Q2 | $341K | Buy |
1,327
+300
| +29% | +$77.1K | 0.18% | 79 |
|
|
2022
Q1 | $317K | Buy |
1,027
+47
| +5% | +$14.5K | 0.15% | 76 |
|
|
2021
Q4 | $330K | Hold |
980
| – | – | 0.16% | 71 |
|
|
2021
Q3 | $276K | Hold |
980
| – | – | 0.15% | 76 |
|
|
2021
Q2 | $265K | Buy |
980
+1
| +0.1% | +$270 | 0.15% | 73 |
|
|
2021
Q1 | $231K | Sell |
979
-4,064
| -81% | -$959K | 0.15% | 75 |
|
|
2020
Q4 | $1.12M | Buy |
5,043
+61
| +1% | +$13.6K | 0.79% | 24 |
|
|
2020
Q3 | $1.05M | Sell |
4,982
-23
| -0.5% | -$4.84K | 0.84% | 21 |
|
|
2020
Q2 | $1.02M | Sell |
5,005
-394
| -7% | -$80.2K | 0.94% | 16 |
|
|
2020
Q1 | $851K | Sell |
5,399
-213
| -4% | -$33.6K | 0.97% | 16 |
|
|
2019
Q4 | $885K | Sell |
5,612
-1,006
| -15% | -$159K | 0.67% | 24 |
|
|
2019
Q3 | $920K | Buy |
6,618
+15
| +0.2% | +$2.09K | 0.76% | 22 |
|
|
2019
Q2 | $885K | Sell |
6,603
-212
| -3% | -$28.4K | 0.73% | 26 |
|
|
2019
Q1 | $804K | Buy |
6,815
+444
| +7% | +$52.4K | 0.68% | 32 |
|
|
2018
Q4 | $647K | Buy |
+6,371
| New | +$647K | 0.67% | 37 |
|