Palo Alto 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 | $8M | Buy |
16,078
+106
| +0.7% | +$52.7K | 3.03% | 8 |
|
|
2025
Q1 | $7.17M | Buy |
15,972
+122
| +0.8% | +$54.8K | 2.8% | 10 |
|
|
2024
Q4 | $6.68M | Sell |
15,850
-1,897
| -11% | -$800K | 2.34% | 11 |
|
|
2024
Q3 | $7.43M | Sell |
17,747
-4,703
| -21% | -$1.97M | 3.08% | 9 |
|
|
2024
Q2 | $10M | Sell |
22,450
-237
| -1% | -$106K | 6.94% | 5 |
|
|
2024
Q1 | $9.54M | Sell |
22,687
-5,636
| -20% | -$2.37M | 6.73% | 5 |
|
|
2023
Q4 | $10.7M | Buy |
28,323
+82
| +0.3% | +$30.8K | 8.05% | 4 |
|
|
2023
Q3 | $8.92M | Buy |
28,241
+91
| +0.3% | +$28.7K | 7.44% | 5 |
|
|
2023
Q2 | $9.59M | Sell |
28,150
-317
| -1% | -$108K | 7.65% | 5 |
|
|
2023
Q1 | $8.21M | Sell |
28,467
-365
| -1% | -$105K | 6.57% | 5 |
|
|
2022
Q4 | $6.91M | Buy |
+28,832
| New | +$6.91M | 5.89% | 6 |
|