Trueblood 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 | $7.28M | Buy |
14,637
+377
| +3% | +$188K | 3.04% | 3 |
|
|
2025
Q1 | $5.35M | Buy |
14,260
+429
| +3% | +$161K | 2.48% | 3 |
|
|
2024
Q4 | $5.83M | Buy |
13,831
+213
| +2% | +$89.8K | 2.87% | 3 |
|
|
2024
Q3 | $5.86M | Sell |
13,618
-204
| -1% | -$87.8K | 2.94% | 3 |
|
|
2024
Q2 | $6.18M | Sell |
13,822
-12
| -0.1% | -$5.36K | 3.49% | 3 |
|
|
2024
Q1 | $5.82M | Buy |
13,834
+119
| +0.9% | +$50.1K | 3.33% | 3 |
|
|
2023
Q4 | $5.16M | Buy |
+13,715
| New | +$5.16M | 3.24% | 3 |
|