Shira Ridge 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 | $3.19M | Buy |
6,410
+3
| +0% | +$1.49K | 1.46% | 20 |
|
|
2025
Q1 | $2.4M | Buy |
6,407
+133
| +2% | +$49.9K | 1.2% | 23 |
|
|
2024
Q4 | $2.64M | Sell |
6,274
-706
| -10% | -$298K | 1.29% | 22 |
|
|
2024
Q3 | $3M | Sell |
6,980
-359
| -5% | -$154K | 1.53% | 19 |
|
|
2024
Q2 | $3.28M | Buy |
7,339
+2
| +0% | +$894 | 1.83% | 14 |
|
|
2024
Q1 | $3.09M | Buy |
7,337
+104
| +1% | +$43.8K | 1.77% | 13 |
|
|
2023
Q4 | $2.72M | Buy |
7,233
+19
| +0.3% | +$7.15K | 1.63% | 18 |
|
|
2023
Q3 | $2.28M | Buy |
7,214
+378
| +6% | +$119K | 1.5% | 19 |
|
|
2023
Q2 | $2.33M | Sell |
6,836
-76
| -1% | -$25.9K | 1.46% | 20 |
|
|
2023
Q1 | $1.99M | Sell |
6,912
-69
| -1% | -$19.9K | 1.32% | 21 |
|
|
2022
Q4 | $1.67M | Buy |
+6,981
| New | +$1.67M | 1.15% | 22 |
|