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Revolve Wealth Partners’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.6M Sell
27,385
-532
-2% -$265K 1.77% 17
2025
Q1
$10.5M Buy
27,917
+233
+0.8% +$87.5K 1.52% 17
2024
Q4
$11.7M Buy
27,684
+1,509
+6% +$636K 1.69% 17
2024
Q3
$11.3M Buy
26,175
+2,636
+11% +$1.13M 1.72% 17
2024
Q2
$10.5M Sell
23,539
-49
-0.2% -$21.9K 1.73% 18
2024
Q1
$9.92M Buy
23,588
+1,036
+5% +$436K 1.69% 18
2023
Q4
$8.48M Buy
22,552
+100
+0.4% +$37.6K 1.64% 20
2023
Q3
$7.09M Buy
22,452
+343
+2% +$108K 1.63% 19
2023
Q2
$7.53M Buy
22,109
+921
+4% +$314K 1.76% 19
2023
Q1
$6.11M Buy
21,188
+250
+1% +$72.1K 1.55% 21
2022
Q4
$5.02M Sell
20,938
-83
-0.4% -$19.9K 1.44% 18
2022
Q3
$4.9M Buy
21,021
+650
+3% +$151K 1.64% 16
2022
Q2
$5.23M Buy
20,371
+1,509
+8% +$388K 1.72% 16
2022
Q1
$5.82M Buy
18,862
+802
+4% +$247K 1.68% 16
2021
Q4
$6.07M Buy
+18,060
New +$6.07M 1.75% 16