Sandy Cove 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 | $7.43M | Buy |
14,933
+1,568
| +12% | +$780K | 2.68% | 12 |
|
|
2025
Q1 | $5.02M | Sell |
13,365
-151
| -1% | -$56.7K | 2.02% | 14 |
|
|
2024
Q4 | $5.7M | Buy |
13,516
+847
| +7% | +$357K | 2.24% | 13 |
|
|
2024
Q3 | $5.45M | Buy |
12,669
+184
| +1% | +$79.2K | 2.22% | 14 |
|
|
2024
Q2 | $5.58M | Sell |
12,485
-512
| -4% | -$229K | 2.48% | 13 |
|
|
2024
Q1 | $5.47M | Buy |
12,997
+312
| +2% | +$131K | 2.52% | 13 |
|
|
2023
Q4 | $4.77M | Sell |
12,685
-385
| -3% | -$145K | 2.44% | 12 |
|
|
2023
Q3 | $4.13M | Sell |
13,070
-119
| -0.9% | -$37.6K | 2.39% | 13 |
|
|
2023
Q2 | $4.49M | Buy |
13,189
+2,525
| +24% | +$860K | 2.56% | 11 |
|
|
2023
Q1 | $3.07M | Buy |
10,664
+20
| +0.2% | +$5.77K | 2.23% | 13 |
|
|
2022
Q4 | $2.55M | Buy |
10,644
+34
| +0.3% | +$8.15K | 2.06% | 14 |
|
|
2022
Q3 | $2.47M | Buy |
10,610
+44
| +0.4% | +$10.2K | 2.22% | 11 |
|
|
2022
Q2 | $2.71M | Sell |
10,566
-27
| -0.3% | -$6.94K | 2.47% | 10 |
|
|
2022
Q1 | $3.27M | Buy |
10,593
+1,450
| +16% | +$447K | 2.71% | 7 |
|
|
2021
Q4 | $3.08M | Buy |
+9,143
| New | +$3.08M | 2.59% | 9 |
|