Partnership 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 | $4.24M | Buy |
8,526
+99
| +1% | +$49.2K | 3.43% | 8 |
|
|
2025
Q1 | $3.16M | Sell |
8,427
-113
| -1% | -$42.4K | 2.69% | 8 |
|
|
2024
Q4 | $3.6M | Buy |
8,540
+339
| +4% | +$143K | 3% | 8 |
|
|
2024
Q3 | $3.53M | Sell |
8,201
-1,218
| -13% | -$524K | 2.49% | 9 |
|
|
2024
Q2 | $4.21M | Buy |
9,419
+3,217
| +52% | +$1.44M | 3.11% | 5 |
|
|
2024
Q1 | $2.61M | Buy |
6,202
+25
| +0.4% | +$10.5K | 1.83% | 11 |
|
|
2023
Q4 | $2.46M | Buy |
+6,177
| New | +$2.46M | 1.85% | 14 |
|