Wealthstar Advisors’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 | $599K | Sell |
1,618
-212
| -12% | -$88.7K | 0.36% | 74 |
|
|
2025
Q4 | $885K | Sell |
1,830
-527
| -22% | -$264K | 0.48% | 50 |
|
|
2025
Q3 | $1.22M | Buy |
2,357
+12
| +0.5% | +$6.12K | 0.48% | 49 |
|
|
2025
Q2 | $1.17M | Sell |
2,345
-4
| -0.2% | -$1.74K | 0.44% | 46 |
|
|
2025
Q1 | $882K | Buy |
2,349
+44
| +2% | +$17.9K | 0.4% | 56 |
|
|
2024
Q4 | $972K | Buy |
+2,305
| New | +$982K | 0.42% | 48 |
|
|
2024
Q2 | $259K | Sell |
580
-2,210
| -79% | -$933K | 0.21% | 28 |
|
|
2024
Q1 | $1.17M | Buy |
2,790
+17
| +0.6% | +$6.88K | 0.41% | 37 |
|
|
2023
Q4 | $1.04M | Sell |
2,773
-77
| -3% | -$27.4K | 0.39% | 39 |
|
|
2023
Q3 | $900K | Buy |
2,850
+60
| +2% | +$19.8K | 0.39% | 32 |
|
|
2023
Q2 | $950K | Sell |
2,790
-4
| -0.1% | -$1.25K | 0.4% | 31 |
|
|
2023
Q1 | $805K | Buy |
2,794
+4
| +0.1% | +$1.02K | 0.34% | 36 |
|
|
2022
Q4 | $669K | Sell |
2,790
-89
| -3% | -$21.4K | 0.3% | 37 |
|
|
2022
Q3 | $668K | Buy |
2,879
+50
| +2% | +$13.2K | 0.32% | 36 |
|
|
2022
Q2 | $727K | Buy |
2,829
+171
| +6% | +$46.4K | 0.31% | 47 |
|
|
2022
Q1 | $820K | Sell |
2,658
-447
| -14% | -$134K | 0.3% | 44 |
|
|
2021
Q4 | $1.04M | Sell |
3,105
-147
| -5% | -$47.7K | 0.36% | 37 |
|
|
2021
Q3 | $918K | Sell |
3,252
-84
| -3% | -$24.4K | 0.34% | 41 |
|
|
2021
Q2 | $905K | Buy |
+3,336
| New | +$848K | 0.35% | 43 |
|
|
2020
Q1 | $215K | Buy |
1,364
+2
| +0.1% | +$329 | 0.16% | 48 |
|
|
2019
Q4 | $215K | Sell |
1,362
-142
| -9% | -$20.9K | 0.14% | 60 |
|
|
2019
Q3 | $208K | Buy |
+1,504
| New | +$207K | 0.14% | 60 |
|
Other funds holding MSFT
VCM
VPM
