SMART Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
3,915
+748
| +24% | +$372K | 0.61% | 56 |
|
|
2025
Q1 | $1.19M | Sell |
3,167
-100
| -3% | -$37.5K | 0.43% | 67 |
|
|
2024
Q4 | $1.38M | Sell |
3,267
-227
| -6% | -$95.7K | 0.49% | 62 |
|
|
2024
Q3 | $1.5M | Sell |
3,494
-907
| -21% | -$390K | 0.59% | 42 |
|
|
2024
Q2 | $1.97M | Buy |
4,401
+620
| +16% | +$277K | 0.8% | 34 |
|
|
2024
Q1 | $1.59M | Buy |
3,781
+839
| +29% | +$353K | 0.72% | 34 |
|
|
2023
Q4 | $1.11M | Buy |
2,942
+491
| +20% | +$185K | 0.6% | 33 |
|
|
2023
Q3 | $774K | Sell |
2,451
-73
| -3% | -$23.1K | 0.58% | 43 |
|
|
2023
Q2 | $860K | Sell |
2,524
-505
| -17% | -$172K | 0.65% | 42 |
|
|
2023
Q1 | $873K | Buy |
3,029
+617
| +26% | +$178K | 0.77% | 40 |
|
|
2022
Q4 | $578K | Buy |
+2,412
| New | +$578K | 0.44% | 46 |
|