TriaGen Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
6,475
+1,540
| +31% | +$766K | 0.98% | 25 |
|
|
2025
Q1 | $1.85M | Sell |
4,935
-503
| -9% | -$189K | 0.65% | 47 |
|
|
2024
Q4 | $2.29M | Hold |
5,438
| – | – | 0.77% | 30 |
|
|
2024
Q3 | $2.34M | Buy |
5,438
+589
| +12% | +$253K | 0.78% | 29 |
|
|
2024
Q2 | $2.17M | Sell |
4,849
-74
| -2% | -$33.1K | 0.84% | 34 |
|
|
2024
Q1 | $2.07M | Sell |
4,923
-26
| -0.5% | -$10.9K | 0.86% | 36 |
|
|
2023
Q4 | $1.86M | Sell |
4,949
-55
| -1% | -$20.7K | 0.89% | 38 |
|
|
2023
Q3 | $1.58M | Hold |
5,004
| – | – | 0.81% | 44 |
|
|
2023
Q2 | $1.7M | Buy |
5,004
+93
| +2% | +$31.7K | 0.78% | 46 |
|
|
2023
Q1 | $1.42M | Buy |
4,911
+101
| +2% | +$29.1K | 0.71% | 49 |
|
|
2022
Q4 | $1.15M | Buy |
4,810
+543
| +13% | +$130K | 0.64% | 45 |
|
|
2022
Q3 | $994K | Sell |
4,267
-41
| -1% | -$9.55K | 0.55% | 48 |
|
|
2022
Q2 | $1.11M | Sell |
4,308
-478
| -10% | -$123K | 0.79% | 36 |
|
|
2022
Q1 | $1.48M | Sell |
4,786
-144
| -3% | -$44.4K | 0.77% | 49 |
|
|
2021
Q4 | $1.66M | Hold |
4,930
| – | – | 0.82% | 47 |
|
|
2021
Q3 | $1.39M | Sell |
4,930
-10
| -0.2% | -$2.82K | 0.76% | 51 |
|
|
2021
Q2 | $1.41M | Sell |
4,940
-166
| -3% | -$47.3K | 0.73% | 52 |
|
|
2021
Q1 | $1.2M | Sell |
5,106
-20
| -0.4% | -$4.72K | 0.69% | 50 |
|
|
2020
Q4 | $1.14M | Buy |
+5,126
| New | +$1.14M | 0.67% | 52 |
|