Waterford 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 | $1.38M | Sell |
1,268
-1,510
| -54% | -$1.65M | 0.51% | 24 |
|
|
2025
Q1 | $1.04M | Sell |
2,778
-10
| -0.4% | -$3.75K | 0.43% | 23 |
|
|
2024
Q4 | $1.18M | Buy |
2,788
+176
| +7% | +$74.2K | 0.6% | 19 |
|
|
2024
Q3 | $1.12M | Hold |
2,612
| – | – | 0.57% | 20 |
|
|
2024
Q2 | $1.17M | Buy |
2,612
+15
| +0.6% | +$6.71K | 0.49% | 23 |
|
|
2024
Q1 | $1.09M | Hold |
2,597
| – | – | 0.46% | 24 |
|
|
2023
Q4 | $977K | Sell |
2,597
-175
| -6% | -$65.8K | 0.46% | 23 |
|
|
2023
Q3 | $875K | Buy |
2,772
+154
| +6% | +$48.6K | 0.49% | 22 |
|
|
2023
Q2 | $892K | Sell |
2,618
-177
| -6% | -$60.3K | 0.43% | 26 |
|
|
2023
Q1 | $806K | Buy |
2,795
+39
| +1% | +$11.2K | 0.44% | 24 |
|
|
2022
Q4 | $661K | Buy |
+2,756
| New | +$661K | 0.39% | 26 |
|