Wells Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
303
+133
| +78% | +$66.2K | 0.21% | 45 |
|
|
2025
Q1 | $63.8K | Hold |
170
| – | – | 0.09% | 55 |
|
|
2024
Q4 | $71.7K | Hold |
170
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $73.2K | Hold |
170
| – | – | 0.1% | 54 |
|
|
2024
Q2 | $76K | Hold |
170
| – | – | 0.05% | 63 |
|
|
2024
Q1 | $71.5K | Hold |
170
| – | – | 0.05% | 53 |
|
|
2023
Q4 | $63.9K | Hold |
170
| – | – | 0.05% | 49 |
|
|
2023
Q3 | $53.7K | Hold |
170
| – | – | 0.04% | 51 |
|
|
2023
Q2 | $57.9K | Hold |
170
| – | – | 0.04% | 49 |
|
|
2023
Q1 | $49K | Hold |
170
| – | – | 0.04% | 51 |
|
|
2022
Q4 | $40.8K | Hold |
170
| – | – | 0.03% | 51 |
|
|
2022
Q3 | $40K | Hold |
170
| – | – | 0.04% | 53 |
|
|
2022
Q2 | $44K | Hold |
170
| – | – | 0.04% | 47 |
|
|
2022
Q1 | $52K | Hold |
170
| – | – | 0.04% | 45 |
|
|
2021
Q4 | $57K | Hold |
170
| – | – | 0.05% | 47 |
|
|
2021
Q3 | $48K | Hold |
170
| – | – | 0.04% | 47 |
|
|
2021
Q2 | $46K | Hold |
170
| – | – | 0.04% | 49 |
|
|
2021
Q1 | $40K | Sell |
170
-350
| -67% | -$82.4K | 0.04% | 51 |
|
|
2020
Q4 | $116K | Buy |
+520
| New | +$116K | 0.1% | 41 |
|