Significant 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
$506K Sell
1,017
-83
-8% -$41.3K 0.25% 31
2025
Q1
$413K Buy
1,100
+79
+8% +$29.7K 0.21% 41
2024
Q4
$430K Sell
1,021
-487
-32% -$205K 0.22% 30
2024
Q3
$649K Buy
1,508
+73
+5% +$31.4K 0.34% 18
2024
Q2
$641K Buy
1,435
+89
+7% +$39.8K 0.36% 13
2024
Q1
$566K Buy
1,346
+106
+9% +$44.6K 0.37% 72
2023
Q4
$466K Buy
+1,240
New +$466K 0.34% 85