Summit Wealth Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
6,652
+169
| +3% | +$84.1K | 0.85% | 29 |
|
|
2025
Q1 | $2.43M | Sell |
6,483
-45
| -0.7% | -$16.9K | 0.71% | 29 |
|
|
2024
Q4 | $2.75M | Sell |
6,528
-21
| -0.3% | -$8.85K | 0.8% | 27 |
|
|
2024
Q3 | $2.82M | Buy |
6,549
+5
| +0.1% | +$2.15K | 0.81% | 27 |
|
|
2024
Q2 | $2.93M | Buy |
+6,544
| New | +$2.93M | 0.88% | 25 |
|
|
2023
Q3 | – | Sell |
-2,370
| Closed | -$807K | – | 57 |
|
|
2023
Q2 | $807K | Sell |
2,370
-680,857
| -100% | -$232M | 0.33% | 39 |
|
|
2023
Q1 | $2K | Buy |
+683,227
| New | +$2K | 0.05% | 97 |
|
|
2021
Q4 | – | Sell |
-2,560
| Closed | -$722K | – | 43 |
|
|
2021
Q3 | $722K | Buy |
+2,560
| New | +$722K | 1.14% | 15 |
|
|
2021
Q1 | – | Sell |
-2,319
| Closed | -$516K | – | 201 |
|
|
2020
Q4 | $516K | Hold |
2,319
| – | – | 0.32% | 28 |
|
|
2020
Q3 | $488K | Sell |
2,319
-85
| -4% | -$17.9K | 0.42% | 20 |
|
|
2020
Q2 | $489K | Buy |
2,404
+325
| +16% | +$66.1K | 0.45% | 19 |
|
|
2020
Q1 | $328K | Hold |
2,079
| – | – | 0.33% | 21 |
|
|
2019
Q4 | $328K | Buy |
+2,079
| New | +$328K | 0.31% | 23 |
|