Triad 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 | $11.4M | Buy |
22,912
+7,672
| +50% | +$3.82M | 2.3% | 9 |
|
|
2025
Q1 | $5.72M | Buy |
15,240
+1,065
| +8% | +$400K | 1.78% | 14 |
|
|
2024
Q4 | $5.98M | Buy |
14,175
+2,812
| +25% | +$1.19M | 2.16% | 11 |
|
|
2024
Q3 | $4.89M | Buy |
11,363
+1,421
| +14% | +$611K | 2.6% | 12 |
|
|
2024
Q2 | $4.44M | Buy |
9,942
+2,925
| +42% | +$1.31M | 2.33% | 11 |
|
|
2024
Q1 | $2.95M | Buy |
+7,017
| New | +$2.95M | 2.26% | 15 |
|