Vawter Financial’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-944
Closed -$354K 72
2025
Q1
$354K Sell
944
-70
-7% -$26.3K 0.2% 73
2024
Q4
$427K Buy
1,014
+55
+6% +$23.2K 0.26% 58
2024
Q3
$413K Buy
959
+176
+22% +$75.7K 0.25% 57
2024
Q2
$350K Buy
783
+116
+17% +$51.8K 0.24% 61
2024
Q1
$281K Buy
667
+21
+3% +$8.84K 0.2% 69
2023
Q4
$243K Buy
+646
New +$243K 0.19% 68