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 |
|