Waterfront 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
$7.52M Sell
15,117
-43
-0.3% -$21.4K 1.69% 10
2025
Q1
$5.69M Sell
15,160
-1,118
-7% -$420K 1.39% 14
2024
Q4
$6.86M Buy
16,278
+560
+4% +$236K 1.67% 8
2024
Q3
$6.74M Buy
15,718
+1,102
+8% +$473K 1.65% 10
2024
Q2
$6.53M Sell
14,616
-296
-2% -$132K 1.77% 9
2024
Q1
$6.11M Buy
14,912
+349
+2% +$143K 1.71% 11
2023
Q4
$5.48M Buy
14,563
+262
+2% +$98.5K 1.61% 11
2023
Q3
$4.72M Buy
14,301
+502
+4% +$166K 1.54% 12
2023
Q2
$4.83M Sell
13,799
-63
-0.5% -$22.1K 1.44% 13
2023
Q1
$4M Buy
13,862
+280
+2% +$80.7K 1.31% 18
2022
Q4
$3.37M Buy
13,582
+593
+5% +$147K 1.16% 15
2022
Q3
$2.98M Buy
12,989
+1,547
+14% +$355K 1.13% 15
2022
Q2
$2.94M Buy
11,442
+4,118
+56% +$1.06M 1.19% 15
2022
Q1
$2.19M Buy
7,324
+2,391
+48% +$715K 0.78% 31
2021
Q4
$1.66M Buy
4,933
+1,541
+45% +$518K 0.66% 39
2021
Q3
$956K Buy
3,392
+23
+0.7% +$6.48K 0.46% 59
2021
Q2
$913K Buy
3,369
+126
+4% +$34.1K 0.43% 66
2021
Q1
$786K Sell
3,243
-44
-1% -$10.7K 0.4% 69
2020
Q4
$731K Buy
+3,287
New +$731K 0.52% 48