Nvest Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
11,926
+277
| +2% | +$138K | 3.09% | 6 |
|
|
2025
Q1 | $4.37M | Sell |
11,649
-187
| -2% | -$70.2K | 2.34% | 11 |
|
|
2024
Q4 | $4.99M | Buy |
11,836
+1,059
| +10% | +$446K | 2.53% | 9 |
|
|
2024
Q3 | $4.64M | Buy |
10,777
+66
| +0.6% | +$28.4K | 2.65% | 9 |
|
|
2024
Q2 | $4.79M | Buy |
10,711
+45
| +0.4% | +$20.1K | 2.94% | 7 |
|
|
2024
Q1 | $4.49M | Sell |
10,666
-366
| -3% | -$154K | 2.99% | 7 |
|
|
2023
Q4 | $4.15M | Buy |
11,032
+368
| +3% | +$138K | 3.26% | 7 |
|
|
2023
Q3 | $3.37M | Sell |
10,664
-244
| -2% | -$77K | 3.15% | 9 |
|
|
2023
Q2 | $3.71M | Buy |
10,908
+350
| +3% | +$119K | 3.25% | 9 |
|
|
2023
Q1 | $3.04M | Buy |
10,558
+637
| +6% | +$184K | 3.17% | 9 |
|
|
2022
Q4 | $2.38M | Buy |
9,921
+794
| +9% | +$190K | 2.98% | 13 |
|
|
2022
Q3 | $2.13M | Sell |
9,127
-9
| -0.1% | -$2.1K | 3.01% | 11 |
|
|
2022
Q2 | $2.35M | Sell |
9,136
-84
| -0.9% | -$21.6K | 2.46% | 14 |
|
|
2022
Q1 | $2.84M | Buy |
+9,220
| New | +$2.84M | 2.34% | 11 |
|