Quaker 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 | $1.29M | Buy |
+2,593
| New | +$1.29M | 0.43% | 26 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 521 |
|
|
2024
Q3 | $1.18M | Buy |
+2,743
| New | +$1.18M | 0.43% | 26 |
|
|
2024
Q1 | $918K | Sell |
2,183
-146
| -6% | -$61.4K | 0.37% | 26 |
|
|
2023
Q4 | $876K | Sell |
2,329
-207
| -8% | -$77.8K | 0.39% | 22 |
|
|
2023
Q3 | $801K | Buy |
2,536
+160
| +7% | +$50.5K | 0.39% | 22 |
|
|
2023
Q2 | $809K | Buy |
2,376
+202
| +9% | +$68.8K | 0.37% | 23 |
|
|
2023
Q1 | $627K | Sell |
2,174
-370
| -15% | -$107K | 0.29% | 25 |
|
|
2022
Q4 | $610K | Sell |
2,544
-7
| -0.3% | -$1.68K | 0.31% | 23 |
|
|
2022
Q3 | $594K | Sell |
2,551
-947
| -27% | -$221K | 0.31% | 24 |
|
|
2022
Q2 | $898K | Buy |
3,498
+178
| +5% | +$45.7K | 0.45% | 18 |
|
|
2022
Q1 | $1.02M | Buy |
3,320
+879
| +36% | +$271K | 0.44% | 21 |
|
|
2021
Q4 | $821K | Buy |
+2,441
| New | +$821K | 0.35% | 24 |
|
|
2021
Q1 | $501K | Sell |
2,123
-70
| -3% | -$16.5K | 0.23% | 32 |
|
|
2020
Q4 | $488K | Buy |
2,193
+354
| +19% | +$78.8K | 0.26% | 29 |
|
|
2020
Q3 | $387K | Buy |
1,839
+13
| +0.7% | +$2.74K | 0.21% | 31 |
|
|
2020
Q2 | $372K | Buy |
1,826
+5
| +0.3% | +$1.02K | 0.22% | 39 |
|
|
2020
Q1 | $287K | Buy |
1,821
+6
| +0.3% | +$946 | 0.2% | 33 |
|
|
2019
Q4 | $286K | Buy |
+1,815
| New | +$286K | 0.17% | 40 |
|