Retirement Guys Formula’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
4,733
-8
-0.2% -$3.98K 0.89% 31
2025
Q1
$1.78M Buy
4,741
+818
+21% +$307K 0.88% 31
2024
Q4
$1.65M Buy
3,923
+100
+3% +$42.1K 0.83% 33
2024
Q3
$1.64M Buy
3,823
+9
+0.2% +$3.87K 0.76% 39
2024
Q2
$1.7M Sell
3,814
-720
-16% -$322K 0.82% 34
2024
Q1
$1.91M Buy
4,534
+892
+24% +$375K 0.93% 31
2023
Q4
$1.37M Buy
3,642
+108
+3% +$40.6K 0.73% 34
2023
Q3
$1.12M Buy
3,534
+727
+26% +$230K 0.78% 30
2023
Q2
$956K Sell
2,807
-404
-13% -$138K 0.55% 42
2023
Q1
$926K Buy
3,211
+288
+10% +$83K 0.66% 37
2022
Q4
$701K Buy
2,923
+326
+13% +$78.2K 0.57% 34
2022
Q3
$605K Buy
2,597
+96
+4% +$22.4K 0.64% 28
2022
Q2
$642K Buy
2,501
+317
+15% +$81.4K 0.66% 27
2022
Q1
$673K Buy
2,184
+63
+3% +$19.4K 0.45% 32
2021
Q4
$713K Buy
+2,121
New +$713K 0.57% 34