True Wealth Design’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,109
+143
| +15% | +$71.1K | 0.19% | 24 |
|
|
2025
Q1 | $363K | Buy |
966
+337
| +54% | +$126K | 0.14% | 20 |
|
|
2024
Q4 | $265K | Buy |
629
+81
| +15% | +$34.1K | 0.1% | 25 |
|
|
2024
Q3 | $236K | Sell |
548
-744
| -58% | -$320K | 0.09% | 29 |
|
|
2024
Q2 | $578K | Buy |
1,292
+44
| +4% | +$19.7K | 0.14% | 102 |
|
|
2024
Q1 | $525K | Sell |
1,248
-102
| -8% | -$42.9K | 0.13% | 107 |
|
|
2023
Q4 | $508K | Buy |
1,350
+358
| +36% | +$135K | 0.14% | 106 |
|
|
2023
Q3 | $313K | Buy |
992
+1
| +0.1% | +$316 | 0.1% | 109 |
|
|
2023
Q2 | $338K | Sell |
991
-2,373
| -71% | -$809K | 0.12% | 107 |
|
|
2023
Q1 | $970K | Buy |
3,364
+146
| +5% | +$42.1K | 0.41% | 29 |
|
|
2022
Q4 | $772K | Buy |
+3,218
| New | +$772K | 0.36% | 62 |
|