Oakwell Private Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
7,423
+296
| +4% | +$147K | 0.85% | 18 |
|
|
2025
Q1 | $2.68M | Buy |
7,127
+1,366
| +24% | +$513K | 0.74% | 18 |
|
|
2024
Q4 | $2.43M | Buy |
5,761
+248
| +4% | +$105K | 0.68% | 18 |
|
|
2024
Q3 | $2.37M | Sell |
5,513
-581
| -10% | -$250K | 0.68% | 20 |
|
|
2024
Q2 | $2.72M | Buy |
6,094
+337
| +6% | +$151K | 0.77% | 19 |
|
|
2024
Q1 | $2.42M | Buy |
5,757
+306
| +6% | +$129K | 0.74% | 19 |
|
|
2023
Q4 | $2.05M | Buy |
5,451
+518
| +11% | +$195K | 0.72% | 19 |
|
|
2023
Q3 | $1.56M | Buy |
4,933
+38
| +0.8% | +$12K | 0.66% | 21 |
|
|
2023
Q2 | $1.67M | Buy |
4,895
+416
| +9% | +$142K | 0.7% | 21 |
|
|
2023
Q1 | $1.29M | Buy |
4,479
+71
| +2% | +$20.5K | 0.59% | 27 |
|
|
2022
Q4 | $1.06M | Buy |
4,408
+239
| +6% | +$57.3K | 0.51% | 28 |
|
|
2022
Q3 | $971K | Buy |
4,169
+82
| +2% | +$19.1K | 0.54% | 29 |
|
|
2022
Q2 | $1.05M | Buy |
4,087
+398
| +11% | +$102K | 0.6% | 24 |
|
|
2022
Q1 | $1.14M | Buy |
3,689
+1,481
| +67% | +$456K | 0.57% | 24 |
|
|
2021
Q4 | $743K | Buy |
2,208
+631
| +40% | +$212K | 0.37% | 33 |
|
|
2021
Q3 | $444K | Hold |
1,577
| – | – | 0.24% | 43 |
|
|
2021
Q2 | $427K | Buy |
+1,577
| New | +$427K | 0.27% | 46 |
|