Redwood 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 | $6.08M | Buy |
12,217
+125
| +1% | +$62.2K | 2.73% | 4 |
|
2025
Q1 | $4.54M | Sell |
12,092
-168
| -1% | -$63.1K | 2.31% | 4 |
|
2024
Q4 | $5.17M | Buy |
12,260
+1,239
| +11% | +$523K | 2.52% | 3 |
|
2024
Q3 | $4.74M | Buy |
11,021
+7
| +0.1% | +$3.01K | 2.35% | 4 |
|
2024
Q2 | $4.92M | Buy |
11,014
+10
| +0.1% | +$4.47K | 3.71% | 2 |
|
2024
Q1 | $4.63M | Sell |
11,004
-530
| -5% | -$223K | 4.91% | 1 |
|
2023
Q4 | $4.34M | Buy |
11,534
+95
| +0.8% | +$35.7K | 4.81% | 1 |
|
2023
Q3 | $3.61M | Buy |
11,439
+357
| +3% | +$113K | 4.22% | 1 |
|
2023
Q2 | $3.77M | Buy |
11,082
+108
| +1% | +$36.8K | 4.18% | 2 |
|
2023
Q1 | $3.16M | Sell |
10,974
-276
| -2% | -$79.6K | 3.59% | 3 |
|
2022
Q4 | $2.7M | Buy |
+11,250
| New | +$2.7M | 3.37% | 4 |
|