Tower Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
3,018
+6
| +0.2% | +$2.98K | 0.89% | 18 |
|
|
2025
Q1 | $1.13M | Sell |
3,012
-198
| -6% | -$74.3K | 0.6% | 23 |
|
|
2024
Q4 | $1.35M | Buy |
3,210
+102
| +3% | +$43K | 0.71% | 20 |
|
|
2024
Q3 | $1.34M | Buy |
3,108
+104
| +3% | +$44.8K | 0.78% | 19 |
|
|
2024
Q2 | $1.34M | Buy |
3,004
+324
| +12% | +$145K | 0.83% | 18 |
|
|
2024
Q1 | $1.13M | Sell |
2,680
-24
| -0.9% | -$10.1K | 0.73% | 21 |
|
|
2023
Q4 | $1.02M | Sell |
2,704
-71
| -3% | -$26.7K | 0.72% | 21 |
|
|
2023
Q3 | $876K | Buy |
2,775
+127
| +5% | +$40.1K | 0.72% | 20 |
|
|
2023
Q2 | $902K | Sell |
2,648
-56
| -2% | -$19.1K | 0.72% | 20 |
|
|
2023
Q1 | $780K | Buy |
2,704
+58
| +2% | +$16.7K | 0.65% | 20 |
|
|
2022
Q4 | $635K | Sell |
2,646
-82
| -3% | -$19.7K | 0.55% | 23 |
|
|
2022
Q3 | $633K | Buy |
2,728
+277
| +11% | +$64.3K | 0.6% | 23 |
|
|
2022
Q2 | $629K | Buy |
2,451
+130
| +6% | +$33.4K | 0.84% | 19 |
|
|
2022
Q1 | $716K | Sell |
2,321
-291
| -11% | -$89.8K | 0.78% | 17 |
|
|
2021
Q4 | $878K | Sell |
2,612
-464
| -15% | -$156K | 0.89% | 17 |
|
|
2021
Q3 | $867K | Buy |
3,076
+45
| +1% | +$12.7K | 0.91% | 17 |
|
|
2021
Q2 | $821K | Buy |
3,031
+6
| +0.2% | +$1.63K | 0.9% | 17 |
|
|
2021
Q1 | $713K | Buy |
3,025
+150
| +5% | +$35.4K | 0.92% | 19 |
|
|
2020
Q4 | $639K | Buy |
+2,875
| New | +$639K | 0.73% | 17 |
|