Morton Brown Family 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 | $1.24M | Hold |
2,496
| – | – | 0.38% | 25 |
|
|
2025
Q1 | $937K | Buy |
2,496
+158
| +7% | +$59.3K | 0.32% | 27 |
|
|
2024
Q4 | $985K | Hold |
2,338
| – | – | 0.34% | 27 |
|
|
2024
Q3 | $1.01M | Buy |
2,338
+400
| +21% | +$172K | 0.36% | 29 |
|
|
2024
Q2 | $853K | Buy |
1,938
+50
| +3% | +$22K | 0.34% | 29 |
|
|
2024
Q1 | $794K | Sell |
1,888
-446
| -19% | -$188K | 0.33% | 28 |
|
|
2023
Q4 | $878K | Buy |
2,334
+675
| +41% | +$254K | 0.38% | 29 |
|
|
2023
Q3 | $524K | Hold |
1,659
| – | – | 0.27% | 31 |
|
|
2023
Q2 | $565K | Sell |
1,659
-229
| -12% | -$78K | 0.3% | 30 |
|
|
2023
Q1 | $544K | Buy |
1,888
+47
| +3% | +$13.5K | 0.32% | 32 |
|
|
2022
Q4 | $441K | Buy |
1,841
+56
| +3% | +$13.4K | 0.3% | 33 |
|
|
2022
Q3 | $416K | Sell |
1,785
-5
| -0.3% | -$1.17K | 0.33% | 32 |
|
|
2022
Q2 | $460K | Buy |
1,790
+16
| +0.9% | +$4.11K | 0.36% | 30 |
|
|
2022
Q1 | $547K | Hold |
1,774
| – | – | 0.41% | 31 |
|
|
2021
Q4 | $597K | Buy |
+1,774
| New | +$597K | 0.46% | 29 |
|