Oxford Wealth Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$4.15M Buy
9,834
+342
+4% +$144K 2.68% 9
2024
Q3
$4.08M Sell
9,492
-1,837
-16% -$790K 3.32% 6
2024
Q2
$5.06M Buy
11,329
+2,559
+29% +$1.14M 3.48% 3
2024
Q1
$3.69M Buy
+8,770
New +$3.69M 3.36% 5