Stonehearth Capital Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
546
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $205K | Sell |
546
-57
| -9% | -$21.4K | 0.08% | 84 |
|
|
2024
Q4 | $254K | Buy |
+603
| New | +$254K | 0.1% | 67 |
|
|
2024
Q3 | – | Sell |
-491
| Closed | -$220K | – | 81 |
|
|
2024
Q2 | $220K | Hold |
491
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $207K | Sell |
491
-178
| -27% | -$74.9K | 0.09% | 76 |
|
|
2023
Q4 | $252K | Buy |
+669
| New | +$252K | 0.12% | 65 |
|
|
2023
Q3 | – | Sell |
-610
| Closed | -$208K | – | 73 |
|
|
2023
Q2 | $208K | Buy |
+610
| New | +$208K | 0.11% | 70 |
|