Plum Street 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 | $1.64M | Buy |
3,290
+103
| +3% | +$51.2K | 0.72% | 31 |
|
|
2025
Q1 | $1.2M | Buy |
3,187
+146
| +5% | +$54.8K | 0.58% | 41 |
|
|
2024
Q4 | $1.28M | Buy |
3,041
+93
| +3% | +$39.2K | 0.63% | 39 |
|
|
2024
Q3 | $1.27M | Buy |
2,948
+1,477
| +100% | +$636K | 0.64% | 37 |
|
|
2024
Q2 | $657K | Sell |
1,471
-1,477
| -50% | -$660K | 0.38% | 45 |
|
|
2024
Q1 | $1.27M | Buy |
2,948
+1,715
| +139% | +$738K | 0.64% | 37 |
|
|
2023
Q4 | $464K | Buy |
+1,233
| New | +$464K | 0.31% | 46 |
|