REDW Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
3,136
-78
| -2% | -$38.8K | 0.62% | 32 |
|
|
2025
Q1 | $1.21M | Sell |
3,214
-4,545
| -59% | -$1.71M | 0.45% | 37 |
|
|
2024
Q4 | $3.27M | Sell |
7,759
-3,859
| -33% | -$1.63M | 1.14% | 21 |
|
|
2024
Q3 | $5M | Sell |
11,618
-671
| -5% | -$289K | 1.28% | 16 |
|
|
2024
Q2 | $5.49M | Sell |
12,289
-570
| -4% | -$255K | 1.44% | 15 |
|
|
2024
Q1 | $5.41M | Sell |
12,859
-493
| -4% | -$207K | 1.46% | 15 |
|
|
2023
Q4 | $5.02M | Sell |
13,352
-801
| -6% | -$301K | 1.44% | 17 |
|
|
2023
Q3 | $4.47M | Sell |
14,153
-154
| -1% | -$48.6K | 1.38% | 17 |
|
|
2023
Q2 | $4.87M | Buy |
14,307
+415
| +3% | +$141K | 1.46% | 17 |
|
|
2023
Q1 | $4.01M | Buy |
13,892
+986
| +8% | +$284K | 1.27% | 18 |
|
|
2022
Q4 | $3.1M | Sell |
12,906
-358
| -3% | -$85.9K | 1.07% | 23 |
|
|
2022
Q3 | $3.09M | Buy |
13,264
+438
| +3% | +$102K | 1.19% | 20 |
|
|
2022
Q2 | $3.29M | Sell |
12,826
-190
| -1% | -$48.8K | 1.21% | 19 |
|
|
2022
Q1 | $4.01M | Sell |
13,016
-253
| -2% | -$78K | 1.19% | 15 |
|
|
2021
Q4 | $4.46M | Sell |
13,269
-211
| -2% | -$71K | 1.3% | 15 |
|
|
2021
Q3 | $3.8M | Buy |
13,480
+18
| +0.1% | +$5.07K | 1.21% | 15 |
|
|
2021
Q2 | $3.65M | Sell |
13,462
-406
| -3% | -$110K | 1.15% | 15 |
|
|
2021
Q1 | $3.27M | Sell |
13,868
-208
| -1% | -$49K | 1.1% | 14 |
|
|
2020
Q4 | $3.13M | Sell |
14,076
-117
| -0.8% | -$26K | 1.16% | 14 |
|
|
2020
Q3 | $2.99M | Sell |
14,193
-1,116
| -7% | -$235K | 1.26% | 15 |
|
|
2020
Q2 | $3.12M | Sell |
15,309
-146
| -0.9% | -$29.7K | 1.54% | 14 |
|
|
2020
Q1 | $2.44M | Buy |
15,455
+247
| +2% | +$38.9K | 1.53% | 14 |
|
|
2019
Q4 | $2.4M | Sell |
15,208
-268
| -2% | -$42.3K | 1.34% | 13 |
|
|
2019
Q3 | $2.15M | Buy |
15,476
+303
| +2% | +$42.1K | 1.27% | 13 |
|
|
2019
Q2 | $2.03M | Buy |
15,173
+202
| +1% | +$27.1K | 1.22% | 13 |
|
|
2019
Q1 | $1.77M | Sell |
14,971
-199
| -1% | -$23.5K | 1.08% | 13 |
|
|
2018
Q4 | $1.54M | Buy |
15,170
+28
| +0.2% | +$2.84K | 1.06% | 15 |
|
|
2018
Q3 | $1.73M | Sell |
15,142
-553
| -4% | -$63.3K | 1.15% | 13 |
|
|
2018
Q2 | $1.55M | Hold |
15,695
| – | – | 1.11% | 13 |
|
|
2018
Q1 | $1.43M | Sell |
15,695
-200
| -1% | -$18.2K | 1.07% | 15 |
|
|
2017
Q4 | $1.36M | Sell |
15,895
-276
| -2% | -$23.6K | 1.06% | 16 |
|
|
2017
Q3 | $1.21M | Buy |
16,171
+1,226
| +8% | +$91.4K | 1% | 16 |
|
|
2017
Q2 | $1.03M | Sell |
14,945
-261
| -2% | -$18K | 1.01% | 16 |
|
|
2017
Q1 | $1M | Sell |
15,206
-3,054
| -17% | -$201K | 1.02% | 16 |
|
|
2016
Q4 | $1.14M | Buy |
+18,260
| New | +$1.14M | 1.28% | 13 |
|