Wela Strategies’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
973
-55
| -5% | -$27.4K | 0.19% | 38 |
|
|
2025
Q1 | $386K | Buy |
+1,028
| New | +$386K | 0.16% | 43 |
|
|
2024
Q4 | – | Sell |
-1,021
| Closed | -$439K | – | 70 |
|
|
2024
Q3 | $439K | Hold |
1,021
| – | – | 0.19% | 42 |
|
|
2024
Q2 | $456K | Buy |
1,021
+346
| +51% | +$155K | 0.21% | 34 |
|
|
2024
Q1 | $284K | Buy |
675
+24
| +4% | +$10.1K | 0.13% | 44 |
|
|
2023
Q4 | $245K | Buy |
+651
| New | +$245K | 0.13% | 46 |
|