Perissos Private 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 | $2.68M | Buy |
5,392
+18
| +0.3% | +$8.95K | 2.12% | 12 |
|
|
2025
Q1 | $2.02M | Sell |
5,374
-5,231
| -49% | -$1.96M | 1.84% | 15 |
|
|
2024
Q4 | $4.47M | Buy |
10,605
+355
| +3% | +$150K | 3.34% | 5 |
|
|
2024
Q3 | $4.41M | Buy |
10,250
+92
| +0.9% | +$39.6K | 3.54% | 5 |
|
|
2024
Q2 | $4.54M | Buy |
10,158
+337
| +3% | +$151K | 4.07% | 4 |
|
|
2024
Q1 | $4.13M | Buy |
+9,821
| New | +$4.13M | 3.75% | 5 |
|