Towerpoint 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 | $1.98M | Sell |
3,984
-71
| -2% | -$35.3K | 0.88% | 24 |
|
|
2025
Q1 | $1.52M | Sell |
4,055
-432
| -10% | -$162K | 0.75% | 28 |
|
|
2024
Q4 | $1.89M | Sell |
4,487
-4,529
| -50% | -$1.91M | 0.93% | 23 |
|
|
2024
Q3 | $3.88M | Sell |
9,016
-65
| -0.7% | -$28K | 1.84% | 15 |
|
|
2024
Q2 | $4.06M | Buy |
9,081
+555
| +7% | +$248K | 2.03% | 15 |
|
|
2024
Q1 | $3.59M | Buy |
8,526
+178
| +2% | +$74.9K | 1.8% | 14 |
|
|
2023
Q4 | $3.14M | Sell |
8,348
-35
| -0.4% | -$13.2K | 1.71% | 16 |
|
|
2023
Q3 | $2.65M | Buy |
8,383
+18
| +0.2% | +$5.68K | 1.57% | 17 |
|
|
2023
Q2 | $2.85M | Buy |
8,365
+4,938
| +144% | +$1.68M | 1.61% | 17 |
|
|
2023
Q1 | $988K | Buy |
3,427
+287
| +9% | +$82.7K | 0.57% | 31 |
|
|
2022
Q4 | $753K | Sell |
3,140
-307
| -9% | -$73.6K | 0.43% | 40 |
|
|
2022
Q3 | $803K | Buy |
3,447
+52
| +2% | +$12.1K | 0.48% | 37 |
|
|
2022
Q2 | $872K | Sell |
3,395
-470
| -12% | -$121K | 0.52% | 38 |
|
|
2022
Q1 | $1.19M | Buy |
3,865
+363
| +10% | +$112K | 0.59% | 35 |
|
|
2021
Q4 | $1.18M | Sell |
3,502
-193
| -5% | -$64.9K | 0.56% | 33 |
|
|
2021
Q3 | $1.04M | Sell |
3,695
-152
| -4% | -$42.9K | 0.52% | 31 |
|
|
2021
Q2 | $1.04M | Buy |
3,847
+237
| +7% | +$64.2K | 0.52% | 32 |
|
|
2021
Q1 | $851K | Buy |
3,610
+19
| +0.5% | +$4.48K | 0.41% | 35 |
|
|
2020
Q4 | $799K | Buy |
3,591
+55
| +2% | +$12.2K | 0.4% | 32 |
|
|
2020
Q3 | $744K | Buy |
3,536
+120
| +4% | +$25.2K | 0.41% | 30 |
|
|
2020
Q2 | $695K | Buy |
3,416
+1,387
| +68% | +$282K | 0.43% | 30 |
|
|
2020
Q1 | $320K | Buy |
2,029
+93
| +5% | +$14.7K | 0.25% | 39 |
|
|
2019
Q4 | $305K | Buy |
1,936
+153
| +9% | +$24.1K | 0.2% | 43 |
|
|
2019
Q3 | $248K | Hold |
1,783
| – | – | 0.17% | 45 |
|
|
2019
Q2 | $243K | Sell |
1,783
-565
| -24% | -$77K | 0.17% | 46 |
|
|
2019
Q1 | $277K | Hold |
2,348
| – | – | 0.19% | 44 |
|
|
2018
Q4 | $238K | Buy |
2,348
+450
| +24% | +$45.6K | 0.19% | 39 |
|
|
2018
Q3 | $217K | Buy |
+1,898
| New | +$217K | 0.18% | 31 |
|