Watershed 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 | $2.59M | Sell |
5,211
-1,657
| -24% | -$824K | 0.94% | 24 |
|
|
2025
Q1 | $2.58M | Buy |
6,868
+40
| +0.6% | +$15K | 1.03% | 23 |
|
|
2024
Q4 | $2.88M | Sell |
6,828
-561
| -8% | -$236K | 1.12% | 20 |
|
|
2024
Q3 | $3.18M | Buy |
7,389
+120
| +2% | +$51.6K | 1.27% | 17 |
|
|
2024
Q2 | $3.25M | Buy |
7,269
+4
| +0.1% | +$1.79K | 1.38% | 17 |
|
|
2024
Q1 | $3.06M | Buy |
7,265
+117
| +2% | +$49.2K | 1.35% | 17 |
|
|
2023
Q4 | $2.69M | Sell |
7,148
-9
| -0.1% | -$3.38K | 1.49% | 22 |
|
|
2023
Q3 | $2.26M | Sell |
7,157
-500
| -7% | -$158K | 1.39% | 27 |
|
|
2023
Q2 | $2.61M | Sell |
7,657
-110
| -1% | -$37.5K | 1.58% | 25 |
|
|
2023
Q1 | $2.24M | Buy |
7,767
+94
| +1% | +$27.1K | 1.51% | 24 |
|
|
2022
Q4 | $1.84M | Buy |
+7,673
| New | +$1.84M | 1.4% | 26 |
|