West Wealth Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
9,274
+280
| +3% | +$147K | 1.21% | 18 |
|
|
2025
Q1 | $3.44M | Buy |
8,994
+1,108
| +14% | +$424K | 1.02% | 18 |
|
|
2024
Q4 | $3.32M | Buy |
7,886
+800
| +11% | +$337K | 0.99% | 19 |
|
|
2024
Q3 | $3.05M | Buy |
7,086
+200
| +3% | +$86.1K | 0.99% | 17 |
|
|
2024
Q2 | $3.08M | Hold |
6,886
| – | – | 1.09% | 16 |
|
|
2024
Q1 | $2.9M | Sell |
6,886
-40
| -0.6% | -$16.8K | 1.07% | 17 |
|
|
2023
Q4 | $2.6M | Sell |
6,926
-152
| -2% | -$57.2K | 1.03% | 18 |
|
|
2023
Q3 | $2.23M | Sell |
7,078
-565
| -7% | -$178K | 0.98% | 17 |
|
|
2023
Q2 | $2.6M | Buy |
7,643
+834
| +12% | +$284K | 1.1% | 14 |
|
|
2023
Q1 | $1.96M | Sell |
6,809
-55
| -0.8% | -$15.9K | 0.91% | 15 |
|
|
2022
Q4 | $1.65M | Buy |
6,864
+453
| +7% | +$109K | 0.82% | 18 |
|
|
2022
Q3 | $1.49M | Buy |
6,411
+998
| +18% | +$232K | 0.76% | 19 |
|
|
2022
Q2 | $1.39M | Buy |
5,413
+2,261
| +72% | +$581K | 0.64% | 24 |
|
|
2022
Q1 | $972K | Buy |
3,152
+78
| +3% | +$24.1K | 0.39% | 23 |
|
|
2021
Q4 | $1.03M | Buy |
+3,074
| New | +$1.03M | 0.39% | 23 |
|