TrueWealth Financial 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 | $3.45M | Buy |
6,944
+670
| +11% | +$333K | 1.9% | 17 |
|
|
2025
Q1 | $2.36M | Sell |
6,274
-50
| -0.8% | -$18.8K | 1.42% | 15 |
|
|
2024
Q4 | $2.67M | Hold |
6,324
| – | – | 1.65% | 12 |
|
|
2024
Q3 | $2.72M | Sell |
6,324
-25
| -0.4% | -$10.8K | 1.64% | 12 |
|
|
2024
Q2 | $2.84M | Buy |
6,349
+1,698
| +37% | +$759K | 1.83% | 12 |
|
|
2024
Q1 | $1.96M | Sell |
4,651
-25
| -0.5% | -$10.5K | 1.37% | 12 |
|
|
2023
Q4 | $1.76M | Sell |
4,676
-27
| -0.6% | -$10.2K | 1.34% | 12 |
|
|
2023
Q3 | $1.48M | Buy |
4,703
+2,015
| +75% | +$636K | 1.22% | 12 |
|
|
2023
Q2 | $915K | Buy |
2,688
+1,238
| +85% | +$422K | 0.76% | 13 |
|
|
2023
Q1 | $418K | Buy |
+1,450
| New | +$418K | 0.36% | 14 |
|