Wealthquest’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
11,478
+156
| +1% | +$77.6K | 0.45% | 21 |
|
|
2025
Q1 | $4.25M | Sell |
11,322
-377
| -3% | -$142K | 0.35% | 22 |
|
|
2024
Q4 | $4.93M | Sell |
11,699
-10
| -0.1% | -$4.22K | 0.4% | 23 |
|
|
2024
Q3 | $4.93M | Sell |
11,709
-224
| -2% | -$94.2K | 0.43% | 23 |
|
|
2024
Q2 | $5.33M | Sell |
11,933
-196
| -2% | -$87.6K | 0.57% | 21 |
|
|
2024
Q1 | $5.1M | Sell |
12,129
-2,176
| -15% | -$915K | 0.55% | 22 |
|
|
2023
Q4 | $5.38M | Sell |
14,305
-1,026
| -7% | -$386K | 0.6% | 25 |
|
|
2023
Q3 | $4.84M | Buy |
15,331
+1,379
| +10% | +$435K | 0.59% | 23 |
|
|
2023
Q2 | $4.75M | Sell |
13,952
-101
| -0.7% | -$34.4K | 0.57% | 25 |
|
|
2023
Q1 | $4.05M | Sell |
14,053
-86
| -0.6% | -$24.8K | 0.53% | 27 |
|
|
2022
Q4 | $3.39M | Sell |
14,139
-151
| -1% | -$36.2K | 0.44% | 29 |
|
|
2022
Q3 | $3.33M | Buy |
14,290
+242
| +2% | +$56.4K | 0.47% | 26 |
|
|
2022
Q2 | $3.61M | Buy |
14,048
+485
| +4% | +$125K | 0.54% | 30 |
|
|
2022
Q1 | $4.56M | Hold |
13,563
| – | – | 0.7% | 22 |
|
|
2021
Q4 | $4.56M | Buy |
13,563
+808
| +6% | +$272K | 0.7% | 22 |
|
|
2021
Q3 | $3.6M | Buy |
12,755
+45
| +0.4% | +$12.7K | 0.61% | 22 |
|
|
2021
Q2 | $3.44M | Buy |
12,710
+218
| +2% | +$59.1K | 0.59% | 25 |
|
|
2021
Q1 | $2.95M | Sell |
12,492
-113
| -0.9% | -$26.6K | 0.55% | 25 |
|
|
2020
Q4 | $2.8M | Buy |
12,605
+79
| +0.6% | +$17.6K | 0.6% | 19 |
|
|
2020
Q3 | $2.63M | Buy |
12,526
+10
| +0.1% | +$2.1K | 0.65% | 20 |
|
|
2020
Q2 | $2.55M | Buy |
+12,516
| New | +$2.55M | 0.65% | 23 |
|
|
2019
Q4 | $2M | Sell |
12,670
-395
| -3% | -$62.3K | 0.57% | 36 |
|
|
2019
Q3 | $1.82M | Sell |
13,065
-241
| -2% | -$33.5K | 0.61% | 37 |
|
|
2019
Q2 | $1.78M | Sell |
13,306
-307
| -2% | -$41.1K | 0.67% | 38 |
|
|
2019
Q1 | $1.61M | Sell |
13,613
-481
| -3% | -$56.7K | 0.61% | 38 |
|
|
2018
Q4 | $1.43M | Buy |
+14,094
| New | +$1.43M | 0.59% | 39 |
|
|
2015
Q3 | $329K | Buy |
7,434
+95
| +1% | +$4.2K | 0.6% | 25 |
|
|
2015
Q2 | $324K | Hold |
7,339
| – | – | 0.47% | 27 |
|
|
2015
Q1 | $298K | Buy |
7,339
+126
| +2% | +$5.12K | 0.43% | 32 |
|
|
2014
Q4 | $335K | Buy |
+7,213
| New | +$335K | 0.34% | 30 |
|