Wealth Alliance’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
42,279
-157
| -0.4% | -$78.1K | 2.35% | 8 |
|
|
2025
Q1 | $15.9M | Buy |
42,436
+2,064
| +5% | +$775K | 1.93% | 7 |
|
|
2024
Q4 | $17M | Sell |
40,372
-1,415
| -3% | -$596K | 2.03% | 8 |
|
|
2024
Q3 | $18M | Buy |
41,787
+553
| +1% | +$238K | 2.15% | 5 |
|
|
2024
Q2 | $18.4M | Sell |
41,234
-2,524
| -6% | -$1.13M | 2.38% | 5 |
|
|
2024
Q1 | $18.4M | Sell |
43,758
-498
| -1% | -$210K | 2.42% | 4 |
|
|
2023
Q4 | $16.6M | Buy |
44,256
+422
| +1% | +$159K | 2.33% | 3 |
|
|
2023
Q3 | $13.8M | Sell |
43,834
-1,760
| -4% | -$556K | 2.18% | 4 |
|
|
2023
Q2 | $15.5M | Sell |
45,594
-163
| -0.4% | -$55.5K | 2.32% | 3 |
|
|
2023
Q1 | $13.2M | Buy |
45,757
+790
| +2% | +$228K | 2.14% | 5 |
|
|
2022
Q4 | $10.8M | Buy |
44,967
+3,760
| +9% | +$902K | 1.91% | 5 |
|
|
2022
Q3 | $9.6M | Sell |
41,207
-762
| -2% | -$177K | 1.89% | 4 |
|
|
2022
Q2 | $10.8M | Buy |
41,969
+11,658
| +38% | +$2.99M | 2.07% | 4 |
|
|
2022
Q1 | $9.35M | Buy |
30,311
+1,602
| +6% | +$494K | 1.91% | 4 |
|
|
2021
Q4 | $9.66M | Buy |
28,709
+1,721
| +6% | +$579K | 1.94% | 5 |
|
|
2021
Q3 | $7.61M | Sell |
26,988
-597
| -2% | -$168K | 1.71% | 6 |
|
|
2021
Q2 | $7.47M | Sell |
27,585
-843
| -3% | -$228K | 1.76% | 6 |
|
|
2021
Q1 | $6.7M | Buy |
28,428
+186
| +0.7% | +$43.9K | 1.88% | 5 |
|
|
2020
Q4 | $6.28M | Buy |
28,242
+2,268
| +9% | +$504K | 1.85% | 4 |
|
|
2020
Q3 | $5.46M | Sell |
25,974
-943
| -4% | -$198K | 1.96% | 3 |
|
|
2020
Q2 | $5.48M | Sell |
26,917
-400
| -1% | -$81.4K | 2.16% | 4 |
|
|
2020
Q1 | $4.31M | Sell |
27,317
-633
| -2% | -$99.8K | 2.32% | 6 |
|
|
2019
Q4 | $4.41M | Buy |
+27,950
| New | +$4.41M | 3.13% | 6 |
|