Motive 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 | $4.07M | Buy |
8,183
+1,047
| +15% | +$521K | 1.85% | 17 |
|
|
2025
Q1 | $2.68M | Sell |
7,136
-292
| -4% | -$110K | 1.43% | 20 |
|
|
2024
Q4 | $3.13M | Buy |
7,428
+771
| +12% | +$325K | 1.68% | 18 |
|
|
2024
Q3 | $2.98M | Hold |
6,657
| – | – | 1.79% | 16 |
|
|
2024
Q2 | $2.98M | Sell |
6,657
-24
| -0.4% | -$10.7K | 1.79% | 16 |
|
|
2024
Q1 | $2.81M | Buy |
6,681
+2,729
| +69% | +$1.15M | 1.7% | 17 |
|
|
2023
Q4 | $1.49M | Sell |
3,952
-1,094
| -22% | -$411K | 1.71% | 18 |
|
|
2023
Q3 | $1.59M | Sell |
5,046
-326
| -6% | -$103K | 1.75% | 18 |
|
|
2023
Q2 | $1.83M | Buy |
5,372
+137
| +3% | +$46.7K | 1.89% | 18 |
|
|
2023
Q1 | $1.51M | Sell |
5,235
-659
| -11% | -$190K | 1.65% | 19 |
|
|
2022
Q4 | $1.41M | Buy |
5,894
+138
| +2% | +$33.1K | 1.08% | 19 |
|
|
2022
Q3 | $1.34M | Buy |
5,756
+2,814
| +96% | +$656K | 1.09% | 20 |
|
|
2022
Q2 | $756K | Buy |
2,942
+287
| +11% | +$73.8K | 0.6% | 36 |
|
|
2022
Q1 | $819K | Buy |
2,655
+842
| +46% | +$260K | 0.56% | 38 |
|
|
2021
Q4 | $610K | Buy |
1,813
+174
| +11% | +$58.5K | 0.37% | 52 |
|
|
2021
Q3 | $462K | Buy |
1,639
+586
| +56% | +$165K | 0.31% | 56 |
|
|
2021
Q2 | $285K | Buy |
+1,053
| New | +$285K | 0.2% | 68 |
|