Pacific Capital 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 | $2.25M | Sell |
4,516
-1,781
| -28% | -$886K | 0.41% | 24 |
|
|
2025
Q1 | $2.36M | Buy |
6,297
+2
| +0% | +$751 | 0.41% | 27 |
|
|
2024
Q4 | $2.65M | Sell |
6,295
-78
| -1% | -$32.9K | 0.44% | 25 |
|
|
2024
Q3 | $2.74M | Buy |
6,373
+143
| +2% | +$61.5K | 0.46% | 27 |
|
|
2024
Q2 | $2.78M | Buy |
6,230
+1,015
| +19% | +$454K | 0.51% | 23 |
|
|
2024
Q1 | $2.19M | Buy |
5,215
+33
| +0.6% | +$13.9K | 0.52% | 27 |
|
|
2023
Q4 | $1.95M | Sell |
5,182
-29
| -0.6% | -$10.9K | 0.49% | 28 |
|
|
2023
Q3 | $1.65M | Hold |
5,211
| – | – | 0.46% | 32 |
|
|
2023
Q2 | $1.77M | Hold |
5,211
| – | – | 0.45% | 33 |
|
|
2023
Q1 | $1.5M | Sell |
5,211
-75
| -1% | -$21.6K | 0.39% | 35 |
|
|
2022
Q4 | $1.27M | Sell |
5,286
-1,505
| -22% | -$361K | 0.33% | 44 |
|
|
2022
Q3 | $1.58M | Buy |
6,791
+907
| +15% | +$211K | 0.43% | 39 |
|
|
2022
Q2 | $1.51M | Buy |
5,884
+484
| +9% | +$124K | 0.42% | 45 |
|
|
2022
Q1 | $1.67M | Buy |
5,400
+278
| +5% | +$85.7K | 0.48% | 44 |
|
|
2021
Q4 | $1.72M | Buy |
5,122
+46
| +0.9% | +$15.5K | 0.5% | 45 |
|
|
2021
Q3 | $1.43M | Buy |
5,076
+79
| +2% | +$22.3K | 0.45% | 46 |
|
|
2021
Q2 | $1.35M | Sell |
4,997
-550
| -10% | -$149K | 0.68% | 39 |
|
|
2021
Q1 | $1.31M | Sell |
5,547
-40
| -0.7% | -$9.43K | 0.73% | 36 |
|
|
2020
Q4 | $1.24M | Buy |
5,587
+314
| +6% | +$69.9K | 0.71% | 37 |
|
|
2020
Q3 | $1.11M | Sell |
5,273
-233
| -4% | -$49K | 0.66% | 35 |
|
|
2020
Q2 | $1.12M | Sell |
5,506
-100
| -2% | -$20.3K | 0.76% | 32 |
|
|
2020
Q1 | $884K | Sell |
5,606
-124
| -2% | -$19.6K | 0.67% | 33 |
|
|
2019
Q4 | $904K | Buy |
+5,730
| New | +$904K | 0.6% | 35 |
|