WealthCare Investment Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
6,912
-71
| -1% | -$35.4K | 1.24% | 20 |
|
|
2025
Q1 | $2.51M | Buy |
6,983
+17
| +0.2% | +$6.11K | 1.06% | 29 |
|
|
2024
Q4 | $2.92M | Buy |
6,966
+349
| +5% | +$146K | 1.27% | 23 |
|
|
2024
Q3 | $2.71M | Sell |
6,617
-999
| -13% | -$409K | 1.19% | 25 |
|
|
2024
Q2 | $3.4M | Sell |
7,616
-293
| -4% | -$131K | 1.58% | 15 |
|
|
2024
Q1 | $3.33M | Sell |
7,909
-50
| -0.6% | -$21K | 1.61% | 17 |
|
|
2023
Q4 | $2.98M | Buy |
7,959
+1,087
| +16% | +$407K | 1.63% | 15 |
|
|
2023
Q3 | $2.21M | Buy |
6,872
+29
| +0.4% | +$9.33K | 1.35% | 21 |
|
|
2023
Q2 | $2.31M | Sell |
6,843
-333
| -5% | -$113K | 1.39% | 20 |
|
|
2023
Q1 | $2.07M | Sell |
7,176
-175
| -2% | -$50.5K | 1.25% | 20 |
|
|
2022
Q4 | $1.76M | Sell |
7,351
-41
| -0.6% | -$9.83K | 1.2% | 21 |
|
|
2022
Q3 | $1.72M | Buy |
7,392
+18
| +0.2% | +$4.19K | 1.42% | 16 |
|
|
2022
Q2 | $1.89M | Buy |
7,374
+51
| +0.7% | +$13.1K | 1.62% | 14 |
|
|
2022
Q1 | $2.11M | Buy |
7,323
+876
| +14% | +$252K | 1.87% | 10 |
|
|
2021
Q4 | $2.17M | Buy |
+6,447
| New | +$2.17M | 2.1% | 9 |
|