Stone Summit 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 | $30.7M | Sell |
61,639
-31
| -0.1% | -$15.4K | 9.5% | 1 |
|
|
2025
Q1 | $23.2M | Sell |
61,670
-198
| -0.3% | -$74.3K | 7.84% | 1 |
|
|
2024
Q4 | $26.1M | Sell |
61,868
-88
| -0.1% | -$37.1K | 8.75% | 1 |
|
|
2024
Q3 | $26.7M | Sell |
61,956
-99
| -0.2% | -$42.6K | 8.6% | 1 |
|
|
2024
Q2 | $27.7M | Sell |
62,055
-25
| -0% | -$11.2K | 9.94% | 1 |
|
|
2024
Q1 | $26.1M | Buy |
62,080
+45
| +0.1% | +$18.9K | 9.08% | 1 |
|
|
2023
Q4 | $23.3M | Sell |
62,035
-363
| -0.6% | -$137K | 8.95% | 1 |
|
|
2023
Q3 | $19.7M | Buy |
62,398
+189
| +0.3% | +$59.7K | 8.44% | 1 |
|
|
2023
Q2 | $21.2M | Sell |
62,209
-212
| -0.3% | -$72.2K | 8.78% | 1 |
|
|
2023
Q1 | $18M | Sell |
62,421
-114
| -0.2% | -$32.9K | 8% | 1 |
|
|
2022
Q4 | $15M | Sell |
62,535
-153
| -0.2% | -$36.7K | 7.35% | 1 |
|
|
2022
Q3 | $14.6M | Sell |
62,688
-115
| -0.2% | -$26.8K | 8.97% | 1 |
|
|
2022
Q2 | $16.1M | Buy |
62,803
+1,454
| +2% | +$373K | 9.63% | 1 |
|
|
2022
Q1 | $19M | Buy |
61,349
+59,918
| +4,187% | +$18.5M | 10.63% | 1 |
|
|
2021
Q4 | $481K | Buy |
+1,431
| New | +$481K | 0.39% | 81 |
|