Schulz 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 | $274K | Buy |
551
+2
| +0.4% | +$995 | 0.2% | 55 |
|
|
2025
Q1 | $206K | Sell |
549
-17
| -3% | -$6.38K | 0.16% | 62 |
|
|
2024
Q4 | $239K | Buy |
566
+39
| +7% | +$16.4K | 0.18% | 55 |
|
|
2024
Q3 | $227K | Hold |
527
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $236K | Sell |
527
-20
| -4% | -$8.94K | 0.2% | 51 |
|
|
2024
Q1 | $230K | Hold |
547
| – | – | 0.2% | 52 |
|
|
2023
Q4 | $206K | Buy |
+547
| New | +$206K | 0.2% | 54 |
|