WealthShield 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 | $15.5M | Sell |
31,161
-39
| -0.1% | -$19.4K | 1.87% | 7 |
|
|
2025
Q1 | $11.7M | Buy |
31,200
+7,247
| +30% | +$2.72M | 1.5% | 11 |
|
|
2024
Q4 | $10.1M | Sell |
23,953
-1,748
| -7% | -$737K | 1.43% | 12 |
|
|
2024
Q3 | $11.1M | Buy |
25,701
+1,998
| +8% | +$860K | 1.5% | 11 |
|
|
2024
Q2 | $10.6M | Sell |
23,703
-112
| -0.5% | -$50.1K | 1.61% | 9 |
|
|
2024
Q1 | $10M | Sell |
23,815
-1,628
| -6% | -$685K | 1.62% | 7 |
|
|
2023
Q4 | $9.57M | Sell |
25,443
-2,663
| -9% | -$1M | 1.57% | 9 |
|
|
2023
Q3 | $8.87M | Buy |
28,106
+3,775
| +16% | +$1.19M | 1.34% | 14 |
|
|
2023
Q2 | $8.29M | Sell |
24,331
-796
| -3% | -$271K | 1.25% | 18 |
|
|
2023
Q1 | $7.24M | Buy |
25,127
+777
| +3% | +$224K | 1.17% | 21 |
|
|
2022
Q4 | $5.84M | Buy |
24,350
+1,665
| +7% | +$399K | 1.12% | 20 |
|
|
2022
Q3 | $5.28M | Buy |
22,685
+705
| +3% | +$164K | 1.05% | 22 |
|
|
2022
Q2 | $5.65M | Sell |
21,980
-2,978
| -12% | -$765K | 1.12% | 22 |
|
|
2022
Q1 | $7.7M | Buy |
24,958
+1,335
| +6% | +$412K | 1.23% | 15 |
|
|
2021
Q4 | $7.95M | Buy |
23,623
+6,816
| +41% | +$2.29M | 1.32% | 17 |
|
|
2021
Q3 | $4.74M | Sell |
16,807
-3,078
| -15% | -$868K | 1.27% | 22 |
|
|
2021
Q2 | $5.39M | Buy |
19,885
+2,953
| +17% | +$800K | 0.84% | 35 |
|
|
2021
Q1 | $3.99M | Sell |
16,932
-4,223
| -20% | -$996K | 0.72% | 43 |
|
|
2020
Q4 | $4.71M | Buy |
21,155
+3,767
| +22% | +$838K | 0.87% | 36 |
|
|
2020
Q3 | $3.66M | Buy |
17,388
+2,927
| +20% | +$616K | 1.28% | 20 |
|
|
2020
Q2 | $2.94M | Buy |
14,461
+7,056
| +95% | +$1.44M | 1.35% | 20 |
|
|
2020
Q1 | $1.17M | Buy |
7,405
+1,507
| +26% | +$238K | 0.71% | 30 |
|
|
2019
Q4 | $930K | Buy |
5,898
+159
| +3% | +$25.1K | 0.45% | 47 |
|
|
2019
Q3 | $798K | Buy |
5,739
+161
| +3% | +$22.4K | 0.42% | 51 |
|
|
2019
Q2 | $747K | Sell |
5,578
-80
| -1% | -$10.7K | 0.43% | 51 |
|
|
2019
Q1 | $667K | Buy |
5,658
+1,286
| +29% | +$152K | 0.37% | 59 |
|
|
2018
Q4 | $444K | Buy |
4,372
+206
| +5% | +$20.9K | 0.3% | 66 |
|
|
2018
Q3 | $477K | Hold |
4,166
| – | – | 0.27% | 66 |
|
|
2018
Q2 | $411K | Sell |
4,166
-307
| -7% | -$30.3K | 0.25% | 69 |
|
|
2018
Q1 | $408K | Sell |
4,473
-1,168
| -21% | -$107K | 0.26% | 68 |
|
|
2017
Q4 | $485K | Buy |
+5,641
| New | +$485K | 0.3% | 69 |
|