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