Sunesis Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Hold |
1,082
| – | – | 0.22% | 34 |
|
|
2024
Q4 | $456K | Buy |
1,082
+65
| +6% | +$27.4K | 0.28% | 31 |
|
|
2024
Q3 | $438K | Hold |
1,017
| – | – | 0.26% | 33 |
|
|
2024
Q2 | $455K | Hold |
1,017
| – | – | 0.27% | 34 |
|
|
2024
Q1 | $428K | Hold |
1,017
| – | – | 0.25% | 37 |
|
|
2023
Q4 | $382K | Hold |
1,017
| – | – | 0.23% | 44 |
|
|
2023
Q3 | $321K | Buy |
+1,017
| New | +$321K | 0.23% | 48 |
|
|
2023
Q1 | $293K | Buy |
+1,017
| New | +$293K | 0.21% | 54 |
|
|
2022
Q1 | – | Sell |
-621
| Closed | -$209K | – | 44 |
|
|
2021
Q4 | $209K | Buy |
+621
| New | +$209K | 0.15% | 32 |
|