Naviter 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 | $24M | Sell |
48,179
-7,031
| -13% | -$3.5M | 2.95% | 5 |
|
|
2025
Q1 | $20.9M | Sell |
55,210
-2,080
| -4% | -$788K | 2.53% | 5 |
|
|
2024
Q4 | $24.1M | Buy |
57,290
+11,954
| +26% | +$5.04M | 2.91% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
45,336
+752
| +2% | +$324K | 2.72% | 5 |
|
|
2024
Q2 | $19.9M | Buy |
44,584
+3,378
| +8% | +$1.51M | 2.97% | 5 |
|
|
2024
Q1 | $17.3M | Buy |
41,206
+8,442
| +26% | +$3.55M | 2.84% | 4 |
|
|
2023
Q4 | $12.3M | Buy |
32,764
+6,189
| +23% | +$2.33M | 2.48% | 8 |
|
|
2023
Q3 | $8.39M | Sell |
26,575
-173
| -0.6% | -$54.6K | 2.03% | 9 |
|
|
2023
Q2 | $9.11M | Buy |
26,748
+2,746
| +11% | +$935K | 2.32% | 9 |
|
|
2023
Q1 | $6.92M | Buy |
24,002
+6,227
| +35% | +$1.8M | 2.42% | 8 |
|
|
2022
Q4 | $4.3M | Sell |
17,775
-6,625
| -27% | -$1.6M | 1.18% | 17 |
|
|
2022
Q3 | $5.68M | Buy |
24,400
+2,026
| +9% | +$472K | 2.32% | 10 |
|
|
2022
Q2 | $5.75M | Buy |
22,374
+9,434
| +73% | +$2.42M | 2.36% | 8 |
|
|
2022
Q1 | $3.99M | Buy |
12,940
+398
| +3% | +$123K | 1.33% | 22 |
|
|
2021
Q4 | $4.22M | Buy |
+12,542
| New | +$4.22M | 1.26% | 25 |
|