Mosaic Family Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
10,359
-678
| -6% | -$337K | 0.66% | 21 |
|
|
2025
Q1 | $4.14M | Sell |
11,037
-580
| -5% | -$218K | 0.59% | 22 |
|
|
2024
Q4 | $4.9M | Buy |
11,617
+898
| +8% | +$378K | 0.71% | 18 |
|
|
2024
Q3 | $4.61M | Sell |
10,719
-2,125
| -17% | -$914K | 0.68% | 18 |
|
|
2024
Q2 | $5.75M | Buy |
12,844
+143
| +1% | +$64.1K | 0.93% | 15 |
|
|
2024
Q1 | $5.35M | Sell |
12,701
-20,657
| -62% | -$8.69M | 0.88% | 17 |
|
|
2023
Q4 | $12.5M | Buy |
33,358
+21,317
| +177% | +$8.02M | 2.16% | 13 |
|
|
2023
Q3 | $3.8M | Sell |
12,041
-111
| -0.9% | -$35K | 0.76% | 20 |
|
|
2023
Q2 | $4.12M | Buy |
12,152
+9
| +0.1% | +$3.05K | 0.81% | 20 |
|
|
2023
Q1 | $3.5M | Sell |
12,143
-75
| -0.6% | -$21.6K | 0.73% | 22 |
|
|
2022
Q4 | $2.93M | Buy |
+12,218
| New | +$2.93M | 0.83% | 19 |
|