Warren Street Wealth 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 | $4.92M | Buy |
9,901
+742
| +8% | +$369K | 1.62% | 14 |
|
|
2025
Q1 | $3.44M | Buy |
9,159
+234
| +3% | +$87.8K | 1.34% | 18 |
|
|
2024
Q4 | $3.76M | Buy |
8,925
+238
| +3% | +$100K | 1.54% | 15 |
|
|
2024
Q3 | $3.74M | Buy |
8,687
+399
| +5% | +$172K | 1.54% | 16 |
|
|
2024
Q2 | $3.7M | Sell |
8,288
-204
| -2% | -$91.2K | 1.84% | 11 |
|
|
2024
Q1 | $3.57M | Buy |
8,492
+1,725
| +25% | +$726K | 1.77% | 11 |
|
|
2023
Q4 | $2.54M | Buy |
6,767
+956
| +16% | +$360K | 1.44% | 14 |
|
|
2023
Q3 | $1.83M | Buy |
5,811
+407
| +8% | +$129K | 1.21% | 15 |
|
|
2023
Q2 | $1.84M | Buy |
5,404
+655
| +14% | +$223K | 1.21% | 15 |
|
|
2023
Q1 | $1.37M | Buy |
4,749
+781
| +20% | +$225K | 0.98% | 16 |
|
|
2022
Q4 | $952K | Sell |
3,968
-43
| -1% | -$10.3K | 0.76% | 17 |
|
|
2022
Q3 | $934K | Buy |
4,011
+398
| +11% | +$92.7K | 0.94% | 17 |
|
|
2022
Q2 | $928K | Buy |
3,613
+917
| +34% | +$236K | 0.9% | 19 |
|
|
2022
Q1 | $831K | Buy |
2,696
+864
| +47% | +$266K | 0.73% | 23 |
|
|
2021
Q4 | $616K | Buy |
+1,832
| New | +$616K | 0.57% | 26 |
|