North Ridge Wealth 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 | $6.09M | Sell |
12,252
-1,300
| -10% | -$647K | 3.74% | 10 |
|
|
2025
Q1 | $5.09M | Sell |
13,552
-38
| -0.3% | -$14.3K | 3.4% | 10 |
|
|
2024
Q4 | $5.73M | Sell |
13,590
-317
| -2% | -$134K | 3.96% | 8 |
|
|
2024
Q3 | $5.98M | Buy |
13,907
+3,002
| +28% | +$1.29M | 4.07% | 8 |
|
|
2024
Q2 | $4.87M | Sell |
10,905
-3,002
| -22% | -$1.34M | 3.7% | 8 |
|
|
2024
Q1 | $5.85M | Sell |
13,907
-100
| -0.7% | -$42.1K | 4.54% | 8 |
|
|
2023
Q4 | $5.27M | Buy |
14,007
+64
| +0.5% | +$24.1K | 4.38% | 8 |
|
|
2023
Q3 | $4.4M | Sell |
13,943
-5
| -0% | -$1.58K | 4.29% | 8 |
|
|
2023
Q2 | $4.75M | Sell |
13,948
-3,057
| -18% | -$1.04M | 4.54% | 8 |
|
|
2023
Q1 | $4.9M | Buy |
+17,005
| New | +$4.9M | 4.91% | 8 |
|