Western Pacific Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
13,021
+341
| +3% | +$170K | 6.21% | 5 |
|
|
2025
Q1 | $4.76M | Sell |
12,680
-209
| -2% | -$78.5K | 4.3% | 6 |
|
|
2024
Q4 | $5.43M | Sell |
12,889
-438
| -3% | -$185K | 4.38% | 6 |
|
|
2024
Q3 | $5.73M | Buy |
13,327
+218
| +2% | +$93.8K | 3.81% | 6 |
|
|
2024
Q2 | $5.86M | Buy |
13,109
+106
| +0.8% | +$47.4K | 4.43% | 5 |
|
|
2024
Q1 | $5.47M | Buy |
13,003
+367
| +3% | +$154K | 3.97% | 6 |
|
|
2023
Q4 | $4.75M | Sell |
12,636
-9
| -0.1% | -$3.38K | 3.47% | 5 |
|
|
2023
Q3 | $3.99M | Hold |
12,645
| – | – | 3.28% | 6 |
|
|
2023
Q2 | $4.31M | Buy |
12,645
+173
| +1% | +$58.9K | 3.26% | 6 |
|
|
2023
Q1 | $3.6M | Buy |
12,472
+730
| +6% | +$210K | 2.75% | 6 |
|
|
2022
Q4 | $2.82M | Buy |
11,742
+902
| +8% | +$216K | 2.34% | 6 |
|
|
2022
Q3 | $2.52M | Buy |
10,840
+1,183
| +12% | +$275K | 2.51% | 6 |
|
|
2022
Q2 | $2.48M | Sell |
9,657
-100
| -1% | -$25.7K | 2.42% | 6 |
|
|
2022
Q1 | $3.01M | Buy |
9,757
+18
| +0.2% | +$5.55K | 2.19% | 6 |
|
|
2021
Q4 | $3.28M | Buy |
+9,739
| New | +$3.28M | 2.11% | 4 |
|