Waypoint Wealth Counsel’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Buy |
18,158
+1,395
| +8% | +$694K | 4.48% | 4 |
|
|
2025
Q1 | $6.29M | Buy |
16,763
+531
| +3% | +$199K | 3.95% | 8 |
|
|
2024
Q4 | $6.84M | Buy |
16,232
+338
| +2% | +$142K | 4.46% | 7 |
|
|
2024
Q3 | $6.84M | Buy |
15,894
+696
| +5% | +$299K | 4.6% | 8 |
|
|
2024
Q2 | $6.79M | Buy |
15,198
+135
| +0.9% | +$60.3K | 5.2% | 6 |
|
|
2024
Q1 | $6.34M | Buy |
15,063
+172
| +1% | +$72.4K | 4.89% | 6 |
|
|
2023
Q4 | $5.6M | Sell |
14,891
-117
| -0.8% | -$44K | 4.77% | 5 |
|
|
2023
Q3 | $4.74M | Buy |
15,008
+156
| +1% | +$49.3K | 4.47% | 5 |
|
|
2023
Q2 | $5.06M | Sell |
14,852
-1,774
| -11% | -$604K | 4.52% | 6 |
|
|
2023
Q1 | $4.79M | Buy |
16,626
+250
| +2% | +$72.1K | 3.72% | 7 |
|
|
2022
Q4 | $3.93M | Buy |
+16,376
| New | +$3.93M | 3.16% | 8 |
|