TrueWealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
5,367
+16
| +0.3% | +$7.96K | 0.79% | 27 |
|
|
2025
Q1 | $2.01M | Sell |
5,351
-312
| -6% | -$117K | 0.66% | 33 |
|
|
2024
Q4 | $2.39M | Sell |
5,663
-684
| -11% | -$288K | 0.8% | 25 |
|
|
2024
Q3 | $2.73M | Sell |
6,347
-239
| -4% | -$103K | 0.91% | 25 |
|
|
2024
Q2 | $2.94M | Sell |
6,586
-639
| -9% | -$286K | 1.09% | 17 |
|
|
2024
Q1 | $3.04M | Buy |
7,225
+179
| +3% | +$75.3K | 1.17% | 17 |
|
|
2023
Q4 | $2.65M | Sell |
7,046
-4
| -0.1% | -$1.5K | 1.03% | 19 |
|
|
2023
Q3 | $2.23M | Buy |
7,050
+808
| +13% | +$255K | 0.94% | 21 |
|
|
2023
Q2 | $2.13M | Sell |
6,242
-133
| -2% | -$45.3K | 0.87% | 27 |
|
|
2023
Q1 | $1.84M | Sell |
6,375
-400
| -6% | -$115K | 0.77% | 30 |
|
|
2022
Q4 | $1.62M | Buy |
6,775
+123
| +2% | +$29.5K | 0.71% | 29 |
|
|
2022
Q3 | $1.55M | Sell |
6,652
-4
| -0.1% | -$931 | 0.73% | 29 |
|
|
2022
Q2 | $1.71M | Buy |
6,656
+1,113
| +20% | +$286K | 0.79% | 31 |
|
|
2022
Q1 | $1.86M | Hold |
5,543
| – | – | 0.84% | 30 |
|
|
2021
Q4 | $1.86M | Buy |
5,543
+1,580
| +40% | +$531K | 0.84% | 30 |
|
|
2021
Q3 | $1.12M | Sell |
3,963
-31
| -0.8% | -$8.74K | 0.63% | 38 |
|
|
2021
Q2 | $1.08M | Buy |
3,994
+24
| +0.6% | +$6.5K | 0.63% | 36 |
|
|
2021
Q1 | $1.03M | Buy |
3,970
+598
| +18% | +$154K | 0.67% | 34 |
|
|
2020
Q4 | $733K | Buy |
+3,372
| New | +$733K | 0.63% | 41 |
|