Rockline Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Buy |
56,074
+114
| +0.2% | +$56.7K | 6.6% | 3 |
|
|
2025
Q1 | $21M | Buy |
55,960
+1,154
| +2% | +$433K | 5.85% | 3 |
|
|
2024
Q4 | $23.1M | Buy |
54,806
+1,210
| +2% | +$510K | 6.17% | 3 |
|
|
2024
Q3 | $23.1M | Buy |
53,596
+2,107
| +4% | +$907K | 6.51% | 3 |
|
|
2024
Q2 | $23M | Buy |
51,489
+3,953
| +8% | +$1.77M | 7.11% | 3 |
|
|
2024
Q1 | $20M | Buy |
47,536
+1,328
| +3% | +$559K | 6.99% | 3 |
|
|
2023
Q4 | $17.4M | Buy |
+46,208
| New | +$17.4M | 7.22% | 3 |
|