Shelton 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 | $2.83M | Buy |
5,681
+2,421
| +74% | +$1.2M | 1.36% | 16 |
|
|
2025
Q1 | $1.22M | Buy |
3,260
+42
| +1% | +$15.8K | 0.67% | 35 |
|
|
2024
Q4 | $1.36M | Buy |
3,218
+17
| +0.5% | +$7.16K | 0.7% | 36 |
|
|
2024
Q3 | $1.38M | Buy |
3,201
+68
| +2% | +$29.3K | 0.75% | 35 |
|
|
2024
Q2 | $1.4M | Sell |
3,133
-219
| -7% | -$97.9K | 0.79% | 31 |
|
|
2024
Q1 | $1.41M | Buy |
3,352
+19
| +0.6% | +$8K | 0.89% | 29 |
|
|
2023
Q4 | $1.25M | Sell |
3,333
-106
| -3% | -$39.9K | 0.89% | 31 |
|
|
2023
Q3 | $1.09M | Sell |
3,439
-42
| -1% | -$13.3K | 0.87% | 22 |
|
|
2023
Q2 | $1.19M | Sell |
3,481
-225
| -6% | -$76.6K | 0.92% | 22 |
|
|
2023
Q1 | $1.07M | Buy |
3,706
+452
| +14% | +$130K | 0.87% | 22 |
|
|
2022
Q4 | $780K | Sell |
3,254
-49
| -1% | -$11.8K | 0.62% | 27 |
|
|
2022
Q3 | $769K | Buy |
3,303
+3
| +0.1% | +$698 | 0.68% | 26 |
|
|
2022
Q2 | $848K | Buy |
3,300
+12
| +0.4% | +$3.08K | 0.72% | 25 |
|
|
2022
Q1 | $1.01M | Buy |
3,288
+454
| +16% | +$140K | 0.8% | 22 |
|
|
2021
Q4 | $953K | Buy |
+2,834
| New | +$953K | 0.75% | 20 |
|