Pacific 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 | $472K | Buy |
948
+294
| +45% | +$146K | 0.23% | 12 |
|
|
2025
Q1 | $246K | Buy |
654
+1
| +0.2% | +$375 | 0.14% | 16 |
|
|
2024
Q4 | $275K | Sell |
653
-130
| -17% | -$54.8K | 0.15% | 18 |
|
|
2024
Q3 | $337K | Buy |
783
+1
| +0.1% | +$431 | 0.16% | 16 |
|
|
2024
Q2 | $350K | Buy |
782
+2
| +0.3% | +$894 | 0.18% | 16 |
|
|
2024
Q1 | $293K | Hold |
780
| – | – | 0.17% | 22 |
|
|
2023
Q4 | $293K | Buy |
780
+1
| +0.1% | +$376 | 0.17% | 22 |
|
|
2023
Q3 | $246K | Buy |
779
+2
| +0.3% | +$631 | 0.16% | 22 |
|
|
2023
Q2 | $265K | Buy |
777
+1
| +0.1% | +$341 | 0.17% | 23 |
|
|
2023
Q1 | $224K | Buy |
+776
| New | +$224K | 0.14% | 24 |
|
|
2022
Q4 | – | Sell |
-1,189
| Closed | -$277K | – | 29 |
|
|
2022
Q3 | $277K | Buy |
+1,189
| New | +$277K | 0.25% | 15 |
|