Olistico 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 | $3.78M | Buy |
7,605
+113
| +2% | +$56.2K | 2.1% | 10 |
|
|
2025
Q1 | $2.81M | Buy |
7,492
+834
| +13% | +$313K | 1.74% | 12 |
|
|
2024
Q4 | $2.81M | Buy |
6,658
+232
| +4% | +$97.8K | 1.63% | 13 |
|
|
2024
Q3 | $2.77M | Sell |
6,426
-616
| -9% | -$265K | 1.69% | 12 |
|
|
2024
Q2 | $3.15M | Buy |
7,042
+96
| +1% | +$42.9K | 2.01% | 11 |
|
|
2024
Q1 | $2.92M | Buy |
6,946
+244
| +4% | +$103K | 2.11% | 10 |
|
|
2023
Q4 | $2.52M | Buy |
6,702
+454
| +7% | +$171K | 1.97% | 9 |
|
|
2023
Q3 | $1.97M | Buy |
6,248
+39
| +0.6% | +$12.3K | 1.76% | 11 |
|
|
2023
Q2 | $2.11M | Sell |
6,209
-2,890
| -32% | -$984K | 1.81% | 9 |
|
|
2023
Q1 | $2.62M | Buy |
9,099
+506
| +6% | +$146K | 2.52% | 7 |
|
|
2022
Q4 | $2.06M | Buy |
+8,593
| New | +$2.06M | 2.23% | 9 |
|