SteelPeak 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 | $69.8M | Sell |
140,391
-28,603
| -17% | -$14.2M | 2.7% | 4 |
|
|
2025
Q1 | $63.4M | Buy |
168,994
+28,334
| +20% | +$10.6M | 2.63% | 5 |
|
|
2024
Q4 | $59.3M | Sell |
140,660
-7,862
| -5% | -$3.31M | 2.41% | 7 |
|
|
2024
Q3 | $63.9M | Sell |
148,522
-6,395
| -4% | -$2.75M | 2.78% | 5 |
|
|
2024
Q2 | $69.2M | Sell |
154,917
-49
| -0% | -$21.9K | 3.21% | 5 |
|
|
2024
Q1 | $65.2M | Buy |
154,966
+40,455
| +35% | +$17M | 3.28% | 4 |
|
|
2023
Q4 | $43.1M | Sell |
114,511
-42,091
| -27% | -$15.8M | 2.49% | 5 |
|
|
2023
Q3 | $49.4M | Buy |
156,602
+12,934
| +9% | +$4.08M | 3.1% | 4 |
|
|
2023
Q2 | $48.9M | Buy |
143,668
+35,970
| +33% | +$12.2M | 2.9% | 5 |
|
|
2023
Q1 | $31M | Sell |
107,698
-13,674
| -11% | -$3.94M | 2.11% | 7 |
|
|
2022
Q4 | $29.1M | Sell |
121,372
-34,575
| -22% | -$8.29M | 2.14% | 8 |
|
|
2022
Q3 | $36.3M | Buy |
155,947
+32,241
| +26% | +$7.51M | 2.7% | 5 |
|
|
2022
Q2 | $31.8M | Sell |
123,706
-2,440
| -2% | -$627K | 2.28% | 9 |
|
|
2022
Q1 | $38.9M | Buy |
126,146
+7,719
| +7% | +$2.38M | 2.2% | 7 |
|
|
2021
Q4 | $39.8M | Buy |
118,427
+13,487
| +13% | +$4.54M | 2.25% | 8 |
|
|
2021
Q3 | $29.6M | Buy |
104,940
+12,245
| +13% | +$3.45M | 1.96% | 7 |
|
|
2021
Q2 | $25.1M | Buy |
92,695
+2,179
| +2% | +$590K | 1.75% | 11 |
|
|
2021
Q1 | $21.3M | Sell |
90,516
-15,582
| -15% | -$3.67M | 1.68% | 11 |
|
|
2020
Q4 | $23.6M | Buy |
106,098
+10,868
| +11% | +$2.42M | 2.14% | 10 |
|
|
2020
Q3 | $20M | Buy |
95,230
+6,999
| +8% | +$1.47M | 2.15% | 7 |
|
|
2020
Q2 | $18M | Sell |
88,231
-6,346
| -7% | -$1.29M | 2.26% | 8 |
|
|
2020
Q1 | $14.9M | Buy |
94,577
+1,424
| +2% | +$225K | 2.36% | 6 |
|
|
2019
Q4 | $14.7M | Buy |
+93,153
| New | +$14.7M | 2.02% | 8 |
|