Napa 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 | $921K | Sell |
1,851
-37
| -2% | -$18.4K | 0.44% | 60 |
|
|
2025
Q1 | $709K | Sell |
1,888
-2,566
| -58% | -$963K | 0.4% | 67 |
|
|
2024
Q4 | $1.88M | Sell |
4,454
-88
| -2% | -$37.1K | 0.81% | 27 |
|
|
2024
Q3 | $1.95M | Sell |
4,542
-128
| -3% | -$55.1K | 0.92% | 25 |
|
|
2024
Q2 | $2.09M | Buy |
4,670
+492
| +12% | +$220K | 1.41% | 20 |
|
|
2024
Q1 | $1.76M | Buy |
4,178
+63
| +2% | +$26.5K | 0.93% | 9 |
|
|
2023
Q4 | $1.55M | Buy |
+4,115
| New | +$1.55M | 0.84% | 30 |
|