WD Rutherford’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.89M | Sell |
15,861
-1,048
| -6% | -$521K | 3.63% | 2 |
|
2025
Q1 | $6.52M | Sell |
16,909
-291
| -2% | -$112K | 3.47% | 2 |
|
2024
Q4 | $7.25M | Sell |
17,200
-288
| -2% | -$121K | 3.44% | 3 |
|
2024
Q3 | $7.53M | Sell |
17,488
-51
| -0.3% | -$21.9K | 3.68% | 3 |
|
2024
Q2 | $7.84M | Sell |
17,539
-430
| -2% | -$192K | 3.94% | 2 |
|
2024
Q1 | $7.56M | Sell |
17,969
-252
| -1% | -$106K | 3.91% | 2 |
|
2023
Q4 | $7.22M | Sell |
18,221
-299
| -2% | -$119K | 4.2% | 2 |
|
2023
Q3 | $5.85M | Sell |
18,520
-191
| -1% | -$60.3K | 4.01% | 3 |
|
2023
Q2 | $6.37M | Sell |
18,711
-830
| -4% | -$283K | 4.07% | 3 |
|
2023
Q1 | $5.63M | Sell |
19,541
-80
| -0.4% | -$23.1K | 3.97% | 3 |
|
2022
Q4 | $4.73M | Sell |
19,621
-355
| -2% | -$85.5K | 3.71% | 3 |
|
2022
Q3 | $4.65M | Sell |
19,976
-350
| -2% | -$81.5K | 3.74% | 3 |
|
2022
Q2 | $5.22M | Sell |
20,326
-520
| -2% | -$134K | 4.03% | 3 |
|
2022
Q1 | $6.43M | Sell |
20,846
-10
| -0% | -$3.08K | 3.67% | 3 |
|
2021
Q4 | $7.01M | Sell |
20,856
-580
| -3% | -$195K | 3.55% | 4 |
|
2021
Q3 | $6.04M | Sell |
21,436
-2,012
| -9% | -$567K | 3.28% | 3 |
|
2021
Q2 | $6.35M | Buy |
23,448
+5
| +0% | +$1.35K | 3.53% | 3 |
|
2021
Q1 | $5.53M | Sell |
23,443
-1,125
| -5% | -$265K | 3.44% | 3 |
|
2020
Q4 | $5.46M | Buy |
+24,568
| New | +$5.46M | 3.46% | 3 |
|