RVW Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
5,227
-1,202
| -19% | -$598K | 0.22% | 49 |
|
|
2025
Q1 | $2.41M | Sell |
6,429
-325
| -5% | -$122K | 0.23% | 47 |
|
|
2024
Q4 | $2.85M | Buy |
6,754
+81
| +1% | +$34.1K | 0.27% | 49 |
|
|
2024
Q3 | $2.87M | Sell |
6,673
-123
| -2% | -$52.9K | 0.27% | 48 |
|
|
2024
Q2 | $3.04M | Buy |
6,796
+1,177
| +21% | +$526K | 0.3% | 45 |
|
|
2024
Q1 | $2.36M | Sell |
5,619
-269
| -5% | -$113K | 0.24% | 47 |
|
|
2023
Q4 | $2.21M | Sell |
5,888
-240
| -4% | -$90.3K | 0.24% | 49 |
|
|
2023
Q3 | $1.93M | Buy |
6,128
+83
| +1% | +$26.2K | 0.23% | 49 |
|
|
2023
Q2 | $2.06M | Sell |
6,045
-27
| -0.4% | -$9.19K | 0.24% | 49 |
|
|
2023
Q1 | $1.75M | Sell |
6,072
-1,530
| -20% | -$441K | 0.22% | 50 |
|
|
2022
Q4 | $1.82M | Buy |
7,602
+1,219
| +19% | +$292K | 0.23% | 50 |
|
|
2022
Q3 | $1.49M | Buy |
6,383
+168
| +3% | +$39.1K | 0.21% | 62 |
|
|
2022
Q2 | $1.6M | Buy |
6,215
+2,437
| +65% | +$626K | 0.21% | 62 |
|
|
2022
Q1 | $1.17M | Buy |
3,778
+602
| +19% | +$186K | 0.13% | 67 |
|
|
2021
Q4 | $1.07M | Sell |
3,176
-3,234
| -50% | -$1.09M | 0.12% | 66 |
|
|
2021
Q3 | $2M | Buy |
6,410
+3,830
| +148% | +$1.2M | 0.24% | 49 |
|
|
2021
Q2 | $1M | Sell |
2,580
-227
| -8% | -$88K | 0.13% | 66 |
|
|
2021
Q1 | $1M | Buy |
2,807
+393
| +16% | +$140K | 0.13% | 83 |
|
|
2020
Q4 | $1M | Buy |
2,414
+1,195
| +98% | +$495K | 0.15% | 76 |
|
|
2020
Q3 | $256K | Buy |
1,219
+32
| +3% | +$6.72K | 0.04% | 87 |
|
|
2020
Q2 | $242K | Sell |
1,187
-266
| -18% | -$54.2K | 0.04% | 85 |
|
|
2020
Q1 | $229K | Buy |
+1,453
| New | +$229K | 0.05% | 86 |
|
|
2019
Q4 | – | Sell |
-1,766
| Closed | -$246K | – | 78 |
|
|
2019
Q3 | $246K | Buy |
1,766
+93
| +6% | +$13K | 0.06% | 72 |
|
|
2019
Q2 | $224K | Buy |
+1,673
| New | +$224K | 0.05% | 61 |
|