Rise 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 | $4.34M | Buy |
8,730
+125
| +1% | +$62.2K | 1.72% | 10 |
|
|
2025
Q1 | $3.23M | Buy |
8,605
+3,419
| +66% | +$1.28M | 1.43% | 13 |
|
|
2024
Q4 | $2.19M | Sell |
5,186
-23
| -0.4% | -$9.7K | 1.05% | 12 |
|
|
2024
Q3 | $2.24M | Sell |
5,209
-59
| -1% | -$25.4K | 1.07% | 12 |
|
|
2024
Q2 | $2.35M | Buy |
5,268
+8
| +0.2% | +$3.58K | 1.25% | 12 |
|
|
2024
Q1 | $2.21M | Buy |
5,260
+3,647
| +226% | +$1.53M | 1.18% | 12 |
|
|
2023
Q4 | $607K | Buy |
1,613
+561
| +53% | +$211K | 0.42% | 22 |
|
|
2023
Q3 | $332K | Sell |
1,052
-1,930
| -65% | -$609K | 0.26% | 32 |
|
|
2023
Q2 | $1.02M | Sell |
2,982
-143
| -5% | -$48.7K | 0.79% | 14 |
|
|
2023
Q1 | $901K | Sell |
3,125
-538
| -15% | -$155K | 0.68% | 19 |
|
|
2022
Q4 | $879K | Sell |
3,663
-273
| -7% | -$65.5K | 0.71% | 20 |
|
|
2022
Q3 | $917K | Buy |
3,936
+277
| +8% | +$64.5K | 0.76% | 20 |
|
|
2022
Q2 | $940K | Sell |
3,659
-12
| -0.3% | -$3.08K | 0.95% | 20 |
|
|
2022
Q1 | $1.13M | Buy |
3,671
+2
| +0.1% | +$617 | 1.02% | 20 |
|
|
2021
Q4 | $1.23M | Buy |
+3,669
| New | +$1.23M | 1.18% | 19 |
|