New Perspectives Inc’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $756K | Buy |
1,520
+1
| +0.1% | +$497 | 0.37% | 18 |
|
2025
Q1 | $570K | Buy |
1,519
+1
| +0.1% | +$375 | 0.3% | 19 |
|
2024
Q4 | $640K | Buy |
1,518
+1
| +0.1% | +$422 | 0.34% | 17 |
|
2024
Q3 | $653K | Buy |
1,517
+701
| +86% | +$302K | 0.35% | 17 |
|
2024
Q2 | $365K | Hold |
816
| – | – | 0.19% | 18 |
|
2024
Q1 | $343K | Buy |
+816
| New | +$343K | 0.19% | 19 |
|
2022
Q4 | – | Sell |
-896
| Closed | -$209K | – | 23 |
|
2022
Q3 | $209K | Buy |
896
+1
| +0.1% | +$233 | 0.18% | 19 |
|
2022
Q2 | $230K | Buy |
895
+211
| +31% | +$54.2K | 0.19% | 20 |
|
2022
Q1 | $211K | Sell |
684
-13
| -2% | -$4.01K | 0.15% | 22 |
|
2021
Q4 | $234K | Buy |
+697
| New | +$234K | 0.17% | 21 |
|