Westfuller 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 | $1.96M | Buy |
3,931
+454
| +13% | +$226K | 1.11% | 22 |
|
|
2025
Q1 | $1.31M | Buy |
3,477
+444
| +15% | +$167K | 0.87% | 31 |
|
|
2024
Q4 | $1.28M | Sell |
3,033
-34
| -1% | -$14.3K | 0.81% | 35 |
|
|
2024
Q3 | $1.32M | Buy |
+3,067
| New | +$1.32M | 0.95% | 30 |
|
|
2024
Q1 | $1.23M | Buy |
+2,921
| New | +$1.23M | 1.47% | 24 |
|