Welch Capital 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 | $1.56M | Hold |
3,137
| – | – | 0.35% | 13 |
|
|
2025
Q1 | $1.18M | Hold |
3,137
| – | – | 0.28% | 14 |
|
|
2024
Q4 | $1.32M | Hold |
3,137
| – | – | 0.29% | 14 |
|
|
2024
Q3 | $1.35M | Hold |
3,137
| – | – | 0.3% | 13 |
|
|
2024
Q2 | $1.4M | Buy |
3,137
+1,062
| +51% | +$475K | 0.33% | 13 |
|
|
2024
Q1 | $873K | Hold |
2,075
| – | – | 0.22% | 12 |
|
|
2023
Q4 | $780K | Hold |
2,075
| – | – | 0.21% | 12 |
|
|
2023
Q3 | $655K | Buy |
2,075
+185
| +10% | +$58.4K | 0.19% | 13 |
|
|
2023
Q2 | $644K | Hold |
1,890
| – | – | 0.18% | 12 |
|
|
2023
Q1 | $545K | Sell |
1,890
-1,490
| -44% | -$430K | 0.16% | 12 |
|
|
2022
Q4 | $811K | Hold |
3,380
| – | – | 0.26% | 12 |
|
|
2022
Q3 | $787K | Hold |
3,380
| – | – | 0.26% | 13 |
|
|
2022
Q2 | $868K | Hold |
3,380
| – | – | 0.27% | 15 |
|
|
2022
Q1 | $1.04M | Hold |
3,380
| – | – | 0.25% | 15 |
|
|
2021
Q4 | $1.14M | Buy |
3,380
+1,490
| +79% | +$501K | 0.25% | 16 |
|
|
2021
Q3 | $533K | Hold |
1,890
| – | – | 0.13% | 15 |
|
|
2021
Q2 | $512K | Hold |
1,890
| – | – | 0.12% | 16 |
|
|
2021
Q1 | $446K | Sell |
1,890
-100
| -5% | -$23.6K | 0.12% | 17 |
|
|
2020
Q4 | $443K | Hold |
1,990
| – | – | 0.12% | 17 |
|
|
2020
Q3 | $419K | Hold |
1,990
| – | – | 0.13% | 17 |
|
|
2020
Q2 | $405K | Hold |
1,990
| – | – | 0.13% | 18 |
|
|
2020
Q1 | $314K | Hold |
1,990
| – | – | 0.13% | 19 |
|
|
2019
Q4 | $314K | Hold |
1,990
| – | – | 0.09% | 23 |
|
|
2019
Q3 | $277K | Hold |
1,990
| – | – | 0.09% | 25 |
|
|
2019
Q2 | $267K | Hold |
1,990
| – | – | 0.09% | 25 |
|
|
2019
Q1 | $235K | Hold |
1,990
| – | – | 0.08% | 28 |
|
|
2018
Q4 | $202K | Hold |
1,990
| – | – | 0.08% | 30 |
|
|
2018
Q3 | $228K | Buy |
+1,990
| New | +$228K | 0.07% | 32 |
|