Wellspring 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 | $7.83M | Sell |
914,788
-87,044
| -9% | -$745K | 0.79% | 22 |
|
|
2025
Q1 | $5.42M | Buy |
1,001,832
+8,380
| +0.8% | +$45.4K | 0.6% | 25 |
|
|
2024
Q4 | $5.85M | Buy |
993,452
+843,163
| +561% | +$4.97M | 0.61% | 23 |
|
|
2024
Q3 | $7.11M | Buy |
150,289
+136,980
| +1,029% | +$6.48M | 0.85% | 23 |
|
|
2024
Q2 | $5.95M | Buy |
13,309
+376
| +3% | +$168K | 0.81% | 22 |
|
|
2024
Q1 | $5.44M | Buy |
12,933
+1,181
| +10% | +$497K | 0.86% | 23 |
|
|
2023
Q4 | $4.42M | Buy |
11,752
+1,379
| +13% | +$519K | 1.1% | 25 |
|
|
2023
Q3 | $3.28M | Buy |
10,373
+1,356
| +15% | +$428K | 0.96% | 28 |
|
|
2023
Q2 | $3.07M | Buy |
9,017
+269
| +3% | +$91.6K | 0.87% | 28 |
|
|
2023
Q1 | $2.52M | Sell |
8,748
-978
| -10% | -$282K | 0.75% | 30 |
|
|
2022
Q4 | $2.33M | Buy |
9,726
+751
| +8% | +$180K | 0.78% | 30 |
|
|
2022
Q3 | $2.1M | Buy |
8,975
+267
| +3% | +$62.5K | 0.78% | 29 |
|
|
2022
Q2 | $2.24M | Buy |
8,708
+172
| +2% | +$44.2K | 0.78% | 29 |
|
|
2022
Q1 | $2.63M | Buy |
8,536
+42
| +0.5% | +$13K | 0.78% | 28 |
|
|
2021
Q4 | $2.86M | Sell |
8,494
-32
| -0.4% | -$10.8K | 0.8% | 28 |
|
|
2021
Q3 | $2.4M | Buy |
8,526
+409
| +5% | +$115K | 0.72% | 29 |
|
|
2021
Q2 | $2.2M | Buy |
8,117
+1,164
| +17% | +$315K | 0.69% | 30 |
|
|
2021
Q1 | $1.1M | Sell |
6,953
-1,382
| -17% | -$218K | 0.53% | 29 |
|
|
2020
Q4 | $1.85M | Buy |
8,335
+1,740
| +26% | +$387K | 0.65% | 30 |
|
|
2020
Q3 | $1.39M | Sell |
6,595
-385
| -6% | -$81K | 0.54% | 32 |
|
|
2020
Q2 | $1.42M | Buy |
6,980
+27
| +0.4% | +$5.49K | 0.59% | 30 |
|
|
2020
Q1 | $1.1M | Buy |
+6,953
| New | +$1.1M | 0.53% | 29 |
|