NewEdge 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 | $361M | Buy |
692,369
+16,168
| +2% | +$8.42M | 5.65% | 1 |
|
|
2025
Q1 | $254M | Sell |
676,201
-3,730
| -0.5% | -$1.4M | 4.6% | 1 |
|
|
2024
Q4 | $287M | Buy |
679,931
+36,208
| +6% | +$15.3M | 4.97% | 1 |
|
|
2024
Q3 | $277M | Buy |
643,723
+53,057
| +9% | +$22.8M | 5% | 1 |
|
|
2024
Q2 | $264M | Sell |
590,666
-1,342
| -0.2% | -$600K | 5.72% | 1 |
|
|
2024
Q1 | $236M | Buy |
592,008
+64,968
| +12% | +$25.8M | 5.28% | 1 |
|
|
2023
Q4 | $198M | Buy |
527,040
+71,013
| +16% | +$26.7M | 5.07% | 1 |
|
|
2023
Q3 | $144M | Buy |
456,027
+47,117
| +12% | +$14.9M | 4.56% | 1 |
|
|
2023
Q2 | $139M | Buy |
408,910
+43,735
| +12% | +$14.9M | 4.65% | 1 |
|
|
2023
Q1 | $105M | Buy |
365,175
+15,117
| +4% | +$4.36M | 4% | 1 |
|
|
2022
Q4 | $84M | Buy |
350,058
+19,756
| +6% | +$4.74M | 3.61% | 1 |
|
|
2022
Q3 | $76.9M | Buy |
330,302
+26,583
| +9% | +$6.19M | 3.64% | 1 |
|
|
2022
Q2 | $78M | Buy |
303,719
+37,090
| +14% | +$9.53M | 3.54% | 1 |
|
|
2022
Q1 | $82.2M | Buy |
266,629
+19,976
| +8% | +$6.16M | 3.65% | 3 |
|
|
2021
Q4 | $83M | Buy |
246,653
+29,200
| +13% | +$9.82M | 3.48% | 3 |
|
|
2021
Q3 | $61.3M | Buy |
217,453
+10,180
| +5% | +$2.87M | 3.65% | 3 |
|
|
2021
Q2 | $56.2M | Buy |
207,273
+13,516
| +7% | +$3.66M | 4.29% | 1 |
|
|
2021
Q1 | $45.7M | Buy |
193,757
+136,543
| +239% | +$32.2M | 4.54% | 1 |
|
|
2020
Q4 | $12.7M | Buy |
+57,214
| New | +$12.7M | 3.92% | 3 |
|