Private Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
3,887
+43
| +1% | +$21.4K | 0.64% | 26 |
|
|
2025
Q1 | $1.44M | Buy |
3,844
+162
| +4% | +$60.8K | 0.53% | 26 |
|
|
2024
Q4 | $1.55M | Buy |
3,682
+146
| +4% | +$61.5K | 0.59% | 24 |
|
|
2024
Q3 | $1.52M | Buy |
3,536
+28
| +0.8% | +$12K | 0.6% | 25 |
|
|
2024
Q2 | $1.57M | Sell |
3,508
-103
| -3% | -$46K | 0.68% | 23 |
|
|
2024
Q1 | $1.52M | Buy |
3,611
+239
| +7% | +$101K | 0.69% | 22 |
|
|
2023
Q4 | $1.27M | Buy |
+3,372
| New | +$1.27M | 0.62% | 26 |
|