Valued Retirements’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
4,370
-46
| -1% | -$22.9K | 2.45% | 12 |
|
|
2025
Q1 | $1.66M | Buy |
4,416
+121
| +3% | +$45.4K | 2.18% | 14 |
|
|
2024
Q4 | $1.81M | Hold |
4,295
| – | – | 2.44% | 11 |
|
|
2024
Q3 | $1.85M | Sell |
4,295
-329
| -7% | -$142K | 2.55% | 12 |
|
|
2024
Q2 | $2.07M | Sell |
4,624
-169
| -4% | -$75.5K | 3.14% | 10 |
|
|
2024
Q1 | $2.02M | Sell |
4,793
-45
| -0.9% | -$18.9K | 3.23% | 10 |
|
|
2023
Q4 | $1.82M | Buy |
+4,838
| New | +$1.82M | 3.15% | 11 |
|