Stewardship 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 | $1.22M | Sell |
2,454
-262
| -10% | -$130K | 0.31% | 44 |
|
|
2025
Q1 | $1.02M | Buy |
2,716
+281
| +12% | +$105K | 0.28% | 43 |
|
|
2024
Q4 | $1.03M | Buy |
2,435
+434
| +22% | +$183K | 0.28% | 47 |
|
|
2024
Q3 | $861K | Buy |
2,001
+1,197
| +149% | +$515K | 0.24% | 52 |
|
|
2024
Q2 | $359K | Buy |
804
+11
| +1% | +$4.92K | 0.12% | 55 |
|
|
2024
Q1 | $334K | Buy |
793
+174
| +28% | +$73.2K | 0.11% | 54 |
|
|
2023
Q4 | $233K | Sell |
619
-64
| -9% | -$24.1K | 0.08% | 41 |
|
|
2023
Q3 | $216K | Buy |
+683
| New | +$216K | 0.08% | 42 |
|