Silver Oak Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
4,951
+202
| +4% | +$100K | 1.19% | 16 |
|
|
2025
Q1 | $1.78M | Sell |
4,749
-44
| -0.9% | -$16.5K | 0.95% | 18 |
|
|
2024
Q4 | $2.02M | Hold |
4,793
| – | – | 1.07% | 17 |
|
|
2024
Q3 | $2.06M | Sell |
4,793
-6
| -0.1% | -$2.58K | 1.06% | 17 |
|
|
2024
Q2 | $2.14M | Sell |
4,799
-49
| -1% | -$21.9K | 1.19% | 15 |
|
|
2024
Q1 | $2.04M | Sell |
4,848
-97
| -2% | -$40.8K | 1.15% | 16 |
|
|
2023
Q4 | $1.86M | Sell |
4,945
-284
| -5% | -$107K | 1.09% | 16 |
|
|
2023
Q3 | $1.65M | Buy |
5,229
+1,695
| +48% | +$535K | 1.07% | 16 |
|
|
2023
Q2 | $1.2M | Hold |
3,534
| – | – | 0.79% | 16 |
|
|
2023
Q1 | $1.02M | Sell |
3,534
-100
| -3% | -$28.8K | 0.68% | 18 |
|
|
2022
Q4 | $871K | Sell |
3,634
-55
| -1% | -$13.2K | 0.61% | 21 |
|
|
2022
Q3 | $859K | Sell |
3,689
-66
| -2% | -$15.4K | 0.64% | 20 |
|
|
2022
Q2 | $964K | Sell |
3,755
-87
| -2% | -$22.3K | 0.68% | 18 |
|
|
2022
Q1 | $1.18M | Sell |
3,842
-458
| -11% | -$141K | 0.77% | 19 |
|
|
2021
Q4 | $1.45M | Buy |
+4,300
| New | +$1.45M | 0.92% | 16 |
|