Warther Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
7,717
-3,144
| -29% | -$1.56M | 1% | 18 |
|
|
2025
Q1 | $4.08M | Sell |
10,861
-9,204
| -46% | -$3.45M | 1.34% | 17 |
|
|
2024
Q4 | $8.46M | Sell |
20,065
-7,800
| -28% | -$3.29M | 2.85% | 18 |
|
|
2024
Q3 | $12M | Sell |
27,865
-7,407
| -21% | -$3.19M | 4.2% | 8 |
|
|
2024
Q2 | $15.8M | Buy |
35,272
+1,634
| +5% | +$730K | 6.17% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
33,638
+699
| +2% | +$294K | 6.32% | 4 |
|
|
2023
Q4 | $12.4M | Sell |
32,939
-1,340
| -4% | -$504K | 6.93% | 4 |
|
|
2023
Q3 | $10.8M | Sell |
34,279
-922
| -3% | -$291K | 7.19% | 3 |
|
|
2023
Q2 | $12M | Sell |
35,201
-113
| -0.3% | -$38.5K | 8.15% | 3 |
|
|
2023
Q1 | $10.2M | Sell |
35,314
-216
| -0.6% | -$62.3K | 7.75% | 3 |
|
|
2022
Q4 | $8.52M | Sell |
35,530
-824
| -2% | -$198K | 6.38% | 2 |
|
|
2022
Q3 | $8.47M | Buy |
36,354
+2,186
| +6% | +$509K | 6.7% | 2 |
|
|
2022
Q2 | $8.87M | Buy |
34,168
+5,172
| +18% | +$1.34M | 6.49% | 2 |
|
|
2022
Q1 | $8.97M | Buy |
28,996
+4,929
| +20% | +$1.53M | 5.85% | 2 |
|
|
2021
Q4 | $8.06M | Buy |
24,067
+3,197
| +15% | +$1.07M | 5.98% | 2 |
|
|
2021
Q3 | $6.03M | Buy |
20,870
+51
| +0.2% | +$14.7K | 5.38% | 2 |
|
|
2021
Q2 | $5.66M | Buy |
+20,819
| New | +$5.66M | 5.49% | 2 |
|