Pursue Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Sell |
20,414
-1,407
| -6% | -$700K | 5.77% | 2 |
|
2025
Q1 | $8.19M | Hold |
21,821
| – | – | 4.99% | 1 |
|
2024
Q4 | $9.2M | Sell |
21,821
-15,122
| -41% | -$6.37M | 5.26% | 1 |
|
2024
Q3 | $15.9M | Buy |
36,943
+6,003
| +19% | +$2.58M | 8.69% | 1 |
|
2024
Q2 | $13.8M | Buy |
30,940
+2,556
| +9% | +$1.14M | 7.54% | 1 |
|
2024
Q1 | $11.9M | Buy |
28,384
+427
| +2% | +$180K | 7.03% | 1 |
|
2023
Q4 | $10.5M | Buy |
27,957
+5
| +0% | +$1.88K | 6.8% | 1 |
|
2023
Q3 | $8.83M | Sell |
27,952
-1,842
| -6% | -$582K | 6.25% | 1 |
|
2023
Q2 | $10.1M | Sell |
29,794
-2,534
| -8% | -$863K | 6.37% | 1 |
|
2023
Q1 | $9.32M | Buy |
32,328
+1,970
| +6% | +$568K | 6.36% | 1 |
|
2022
Q4 | $7.28M | Sell |
30,358
-10,826
| -26% | -$2.6M | 5.62% | 2 |
|
2022
Q3 | $9.59M | Sell |
41,184
-1,657
| -4% | -$386K | 6.9% | 2 |
|
2022
Q2 | $11M | Sell |
42,841
-5,365
| -11% | -$1.38M | 7.01% | 2 |
|
2022
Q1 | $14.5M | Sell |
48,206
-4,800
| -9% | -$1.45M | 6% | 1 |
|
2021
Q4 | $17.8M | Buy |
+53,006
| New | +$17.8M | 6.9% | 1 |
|