ShoreHaven Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
2,447
-25
| -1% | -$12.4K | 0.5% | 44 |
|
|
2025
Q1 | $928K | Buy |
2,472
+12
| +0.5% | +$4.51K | 0.44% | 44 |
|
|
2024
Q4 | $1.04M | Sell |
2,460
-90
| -4% | -$37.9K | 0.49% | 38 |
|
|
2024
Q3 | $1.1M | Buy |
2,550
+54
| +2% | +$23.2K | 0.53% | 37 |
|
|
2024
Q2 | $1.12M | Buy |
2,496
+120
| +5% | +$53.6K | 0.59% | 35 |
|
|
2024
Q1 | $1,000K | Sell |
2,376
-128
| -5% | -$53.9K | 0.55% | 40 |
|
|
2023
Q4 | $942K | Sell |
2,504
-64
| -2% | -$24.1K | 0.57% | 38 |
|
|
2023
Q3 | $811K | Sell |
2,568
-92
| -3% | -$29.1K | 0.56% | 37 |
|
|
2023
Q2 | $906K | Buy |
2,660
+4
| +0.2% | +$1.36K | 0.61% | 35 |
|
|
2023
Q1 | $766K | Sell |
2,656
-96
| -3% | -$27.7K | 0.54% | 38 |
|
|
2022
Q4 | $660K | Sell |
2,752
-987
| -26% | -$237K | 0.47% | 46 |
|
|
2022
Q3 | $870K | Buy |
3,739
+46
| +1% | +$10.7K | 0.66% | 38 |
|
|
2022
Q2 | $948K | Buy |
3,693
+653
| +21% | +$168K | 0.68% | 37 |
|
|
2022
Q1 | $937K | Sell |
3,040
-979
| -24% | -$302K | 0.49% | 42 |
|
|
2021
Q4 | $1.35M | Sell |
4,019
-8
| -0.2% | -$2.69K | 0.67% | 29 |
|
|
2021
Q3 | $1.13M | Sell |
4,027
-110
| -3% | -$31K | 0.59% | 29 |
|
|
2021
Q2 | $1.12M | Sell |
4,137
-81
| -2% | -$21.9K | 0.6% | 28 |
|
|
2021
Q1 | $994K | Buy |
4,218
+271
| +7% | +$63.9K | 0.54% | 34 |
|
|
2020
Q4 | $878K | Buy |
+3,947
| New | +$878K | 0.49% | 33 |
|