Wealth Management Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.98M | Sell |
21,566
-437
| -2% | -$183K | 2.28% | 9 |
|
|
2025
Q4 | $10.6M | Buy |
22,003
+255
| +1% | +$128K | 3.04% | 8 |
|
|
2025
Q3 | $11.3M | Buy |
21,748
+1
| +0% | +$510 | 3.58% | 7 |
|
|
2025
Q2 | $10.8M | Sell |
21,747
-207
| -0.9% | -$89.9K | 3.83% | 7 |
|
|
2025
Q1 | $8.24M | Sell |
21,954
-990
| -4% | -$404K | 3.82% | 6 |
|
|
2024
Q4 | $9.67M | Buy |
22,944
+339
| +1% | +$144K | 4.17% | 6 |
|
|
2024
Q3 | $9.73M | Sell |
22,605
-362
| -2% | -$155K | 4.51% | 6 |
|
|
2024
Q2 | $10.3M | Sell |
22,967
-134
| -0.6% | -$56.6K | 4.99% | 5 |
|
|
2024
Q1 | $9.72M | Buy |
23,101
+403
| +2% | +$163K | 4.94% | 4 |
|
|
2023
Q4 | $8.54M | Sell |
22,698
-416
| -2% | -$148K | 4.76% | 5 |
|
|
2023
Q3 | $7.3M | Buy |
23,114
+367
| +2% | +$121K | 4.55% | 5 |
|
|
2023
Q2 | $7.75M | Buy |
22,747
+234
| +1% | +$73.3K | 4.87% | 5 |
|
|
2023
Q1 | $6.49M | Sell |
22,513
-487
| -2% | -$124K | 4.54% | 6 |
|
|
2022
Q4 | $5.45M | Buy |
23,000
+1,000
| +5% | +$240K | 4.55% | 5 |
|
|
2022
Q3 | $5.2M | Buy |
22,000
+2,000
| +10% | +$528K | 4.57% | 5 |
|
|
2022
Q2 | $5.54M | Sell |
20,000
-2,000
| -9% | -$543K | 4.84% | 5 |
|
|
2022
Q1 | $6.5M | Buy |
22,000
+1,000
| +5% | +$301K | 4.63% | 4 |
|
|
2021
Q4 | $6.99M | Sell |
21,000
-886
| -4% | -$287K | 4.8% | 4 |
|
|
2021
Q3 | $6.17M | Sell |
21,886
-330
| -1% | -$96K | 4.57% | 4 |
|
|
2021
Q2 | $6.02M | Buy |
22,216
+11
| +0% | +$2.8K | 4.19% | 5 |
|
|
2021
Q1 | $5.55M | Sell |
22,205
-215
| -1% | -$49.9K | 4.14% | 5 |
|
|
2020
Q4 | $5.21M | Buy |
+22,420
| New | +$4.82M | 4.08% | 6 |
|
Other funds holding MSFT
VCM
VPM
