Richwood Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
3,473
-15
| -0.4% | -$7.46K | 1.42% | 11 |
|
|
2025
Q1 | $1.31M | Buy |
3,488
+604
| +21% | +$227K | 1.11% | 20 |
|
|
2024
Q4 | $1.22M | Buy |
2,884
+225
| +8% | +$94.8K | 1.01% | 21 |
|
|
2024
Q3 | $1.14M | Sell |
2,659
-167
| -6% | -$71.8K | 0.95% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
2,826
+7
| +0.2% | +$3.13K | 1.11% | 22 |
|
|
2024
Q1 | $1.19M | Sell |
2,819
-100
| -3% | -$42.1K | 1.05% | 21 |
|
|
2023
Q4 | $1.1M | Hold |
2,919
| – | – | 1.03% | 21 |
|
|
2023
Q3 | $922K | Hold |
2,919
| – | – | 0.94% | 24 |
|
|
2023
Q2 | $994K | Sell |
2,919
-91
| -3% | -$31K | 0.97% | 22 |
|
|
2023
Q1 | $868K | Sell |
3,010
-30
| -1% | -$8.65K | 0.87% | 28 |
|
|
2022
Q4 | $729K | Buy |
3,040
+399
| +15% | +$95.7K | 0.73% | 34 |
|
|
2022
Q3 | $615K | Sell |
2,641
-130
| -5% | -$30.3K | 0.67% | 36 |
|
|
2022
Q2 | $712K | Hold |
2,771
| – | – | 0.72% | 35 |
|
|
2022
Q1 | $854K | Sell |
2,771
-150
| -5% | -$46.2K | 0.76% | 31 |
|
|
2021
Q4 | $982K | Buy |
+2,921
| New | +$982K | 0.86% | 24 |
|