Waterway Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
8,941
+3,024
| +51% | +$1.5M | 1.35% | 15 |
|
|
2025
Q1 | $2.22M | Buy |
5,917
+1,208
| +26% | +$453K | 0.93% | 14 |
|
|
2024
Q4 | $1.98M | Buy |
4,709
+122
| +3% | +$51.4K | 0.87% | 16 |
|
|
2024
Q3 | $1.97M | Buy |
4,587
+267
| +6% | +$115K | 0.85% | 17 |
|
|
2024
Q2 | $1.93M | Buy |
4,320
+288
| +7% | +$129K | 0.95% | 16 |
|
|
2024
Q1 | $1.7M | Buy |
4,032
+205
| +5% | +$86.3K | 0.75% | 14 |
|
|
2023
Q4 | $1.44M | Buy |
+3,827
| New | +$1.44M | 0.6% | 18 |
|