Sierra Summit 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 | $977K | Sell |
1,965
-867
| -31% | -$431K | 0.17% | 82 |
|
|
2025
Q1 | $1.06M | Sell |
2,832
-1,560
| -36% | -$586K | 0.23% | 68 |
|
|
2024
Q4 | $1.85M | Sell |
4,392
-20,618
| -82% | -$8.69M | 0.37% | 46 |
|
|
2024
Q3 | $10.8M | Buy |
25,010
+2,714
| +12% | +$1.17M | 2.47% | 11 |
|
|
2024
Q2 | $9.97M | Buy |
22,296
+579
| +3% | +$259K | 2.47% | 14 |
|
|
2024
Q1 | $9.14M | Sell |
21,717
-12,058
| -36% | -$5.07M | 2.49% | 16 |
|
|
2023
Q4 | $12.7M | Buy |
+33,775
| New | +$12.7M | 3.71% | 2 |
|