Wealthcare Capital 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 | $717K | Sell |
1,442
-1,676
| -54% | -$834K | 0.08% | 40 |
|
|
2025
Q1 | $1.17M | Buy |
3,118
+484
| +18% | +$182K | 0.12% | 31 |
|
|
2024
Q4 | $1.11M | Buy |
2,634
+93
| +4% | +$39.2K | 0.11% | 33 |
|
|
2024
Q3 | $1.09M | Buy |
2,541
+12
| +0.5% | +$5.16K | 0.11% | 35 |
|
|
2024
Q2 | $1.13M | Buy |
2,529
+70
| +3% | +$31.3K | 0.12% | 31 |
|
|
2024
Q1 | $1.03M | Sell |
2,459
-21
| -0.8% | -$8.83K | 0.11% | 34 |
|
|
2023
Q4 | $933K | Buy |
2,480
+30
| +1% | +$11.3K | 0.11% | 34 |
|
|
2023
Q3 | $774K | Buy |
2,450
+22
| +0.9% | +$6.95K | 0.09% | 41 |
|
|
2023
Q2 | $827K | Buy |
2,428
+181
| +8% | +$61.6K | 0.1% | 34 |
|
|
2023
Q1 | $648K | Buy |
2,247
+6
| +0.3% | +$1.73K | 0.08% | 38 |
|
|
2022
Q4 | $537K | Sell |
2,241
-1
| -0% | -$240 | 0.07% | 44 |
|
|
2022
Q3 | $522K | Sell |
2,242
-1
| -0% | -$233 | 0.07% | 39 |
|
|
2022
Q2 | $576K | Sell |
2,243
-1,536
| -41% | -$394K | 0.06% | 39 |
|
|
2022
Q1 | $1.17M | Buy |
3,779
+1,892
| +100% | +$583K | 0.11% | 32 |
|
|
2021
Q4 | $635K | Buy |
1,887
+5
| +0.3% | +$1.68K | 0.06% | 46 |
|
|
2021
Q3 | $531K | Buy |
1,882
+67
| +4% | +$18.9K | 0.05% | 47 |
|
|
2021
Q2 | $492K | Sell |
1,815
-49
| -3% | -$13.3K | 0.05% | 48 |
|
|
2021
Q1 | $439K | Buy |
1,864
+63
| +3% | +$14.8K | 0.04% | 46 |
|
|
2020
Q4 | $401K | Buy |
1,801
+301
| +20% | +$67K | 0.04% | 46 |
|
|
2020
Q3 | $315K | Buy |
1,500
+181
| +14% | +$38K | 0.04% | 50 |
|
|
2020
Q2 | $268K | Buy |
1,319
+637
| +93% | +$129K | 0.03% | 47 |
|
|
2020
Q1 | $108K | Sell |
682
-431
| -39% | -$68.3K | 0.01% | 66 |
|
|
2019
Q4 | $176K | Buy |
1,113
+559
| +101% | +$88.4K | 0.02% | 61 |
|
|
2019
Q3 | $77K | Buy |
554
+1
| +0.2% | +$139 | 0.01% | 84 |
|
|
2019
Q2 | $74K | Buy |
553
+1
| +0.2% | +$134 | 0.01% | 84 |
|
|
2019
Q1 | $65K | Buy |
552
+1
| +0.2% | +$118 | 0.01% | 87 |
|
|
2018
Q4 | $56K | Sell |
551
-519
| -49% | -$52.7K | 0.01% | 86 |
|
|
2018
Q3 | $122K | Buy |
1,070
+1
| +0.1% | +$114 | 0.01% | 60 |
|
|
2018
Q2 | $105K | Buy |
1,069
+1
| +0.1% | +$98 | 0.01% | 64 |
|
|
2018
Q1 | $97K | Sell |
1,068
-19
| -2% | -$1.73K | 0.01% | 67 |
|
|
2017
Q4 | $93K | Buy |
1,087
+616
| +131% | +$52.7K | 0.01% | 69 |
|
|
2017
Q3 | $35K | Sell |
471
-75
| -14% | -$5.57K | ﹤0.01% | 92 |
|
|
2017
Q2 | $38K | Buy |
546
+1
| +0.2% | +$70 | ﹤0.01% | 90 |
|
|
2017
Q1 | $36K | Buy |
545
+2
| +0.4% | +$132 | ﹤0.01% | 93 |
|
|
2016
Q4 | $34K | Sell |
543
-33
| -6% | -$2.07K | ﹤0.01% | 92 |
|
|
2016
Q3 | $33K | Buy |
576
+1
| +0.2% | +$57 | ﹤0.01% | 89 |
|
|
2016
Q2 | $29K | Buy |
575
+2
| +0.3% | +$101 | ﹤0.01% | 93 |
|
|
2016
Q1 | $32K | Buy |
573
+2
| +0.4% | +$112 | ﹤0.01% | 93 |
|
|
2015
Q4 | $32K | Buy |
571
+1
| +0.2% | +$56 | ﹤0.01% | 98 |
|
|
2015
Q3 | $25K | Sell |
570
-184
| -24% | -$8.07K | ﹤0.01% | 119 |
|
|
2015
Q2 | $33K | Sell |
754
-10,977
| -94% | -$480K | ﹤0.01% | 126 |
|
|
2015
Q1 | $477K | Buy |
11,731
+11,245
| +2,314% | +$457K | 0.06% | 51 |
|
|
2014
Q4 | $23K | Buy |
486
+36
| +8% | +$1.7K | ﹤0.01% | 112 |
|
|
2014
Q3 | $21K | Hold |
450
| – | – | ﹤0.01% | 113 |
|
|
2014
Q2 | $19K | Buy |
450
+114
| +34% | +$4.81K | ﹤0.01% | 108 |
|
|
2014
Q1 | $14K | Buy |
336
+173
| +106% | +$7.21K | ﹤0.01% | 116 |
|
|
2013
Q4 | $6K | Sell |
163
-49
| -23% | -$1.8K | ﹤0.01% | 91 |
|
|
2013
Q3 | $7K | Buy |
212
+1
| +0.5% | +$33 | ﹤0.01% | 87 |
|
|
2013
Q2 | $7K | Buy |
+211
| New | +$7K | ﹤0.01% | 90 |
|