MSH Capital 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
$7.83M Sell
15,732
-165
-1% -$82.1K 2.25% 5
2025
Q1
$5.97M Sell
15,897
-249
-2% -$93.5K 1.85% 10
2024
Q4
$6.81M Buy
16,146
+97
+0.6% +$40.9K 2.14% 6
2024
Q3
$6.91M Buy
16,049
+152
+1% +$65.4K 2.11% 5
2024
Q2
$7.11M Buy
15,897
+10
+0.1% +$4.47K 2.37% 6
2024
Q1
$6.68M Sell
15,887
-416
-3% -$175K 2.35% 6
2023
Q4
$6.13M Sell
16,303
-1,186
-7% -$446K 2.29% 5
2023
Q3
$5.52M Sell
17,489
-890
-5% -$281K 2.17% 5
2023
Q2
$6.26M Sell
18,379
-457
-2% -$156K 2.29% 5
2023
Q1
$5.43M Buy
18,836
+429
+2% +$124K 2.32% 5
2022
Q4
$4.41M Buy
18,407
+720
+4% +$173K 1.99% 8
2022
Q3
$4.12M Sell
17,687
-325
-2% -$75.7K 2.03% 8
2022
Q2
$4.63M Buy
18,012
+770
+4% +$198K 2.15% 7
2022
Q1
$5.32M Buy
17,242
+2,536
+17% +$782K 2.19% 8
2021
Q4
$4.95M Buy
+14,706
New +$4.95M 2.21% 7