Vivid 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 | $3.39M | Sell |
6,821
-102
| -1% | -$50.7K | 1.49% | 15 |
|
|
2025
Q1 | $2.6M | Sell |
6,923
-297
| -4% | -$111K | 1.3% | 23 |
|
|
2024
Q4 | $3.04M | Buy |
7,220
+234
| +3% | +$98.6K | 1.54% | 18 |
|
|
2024
Q3 | $3.01M | Sell |
6,986
-316
| -4% | -$136K | 1.57% | 16 |
|
|
2024
Q2 | $3.26M | Sell |
7,302
-4,468
| -38% | -$2M | 1.83% | 14 |
|
|
2024
Q1 | $4.95M | Buy |
11,770
+54
| +0.5% | +$22.7K | 3.1% | 8 |
|
|
2023
Q4 | $4.41M | Buy |
+11,716
| New | +$4.41M | 2.99% | 8 |
|