Westshore Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
6,766
+3
| +0% | +$1.49K | 1.29% | 16 |
|
|
2025
Q1 | $2.54M | Sell |
6,763
-15
| -0.2% | -$5.63K | 1.07% | 15 |
|
|
2024
Q4 | $2.86M | Buy |
6,778
+4
| +0.1% | +$1.69K | 1.16% | 15 |
|
|
2024
Q3 | $2.91M | Buy |
6,774
+104
| +2% | +$44.8K | 1.19% | 15 |
|
|
2024
Q2 | $2.98M | Sell |
6,670
-97
| -1% | -$43.4K | 1.24% | 15 |
|
|
2024
Q1 | $2.85M | Buy |
6,767
+104
| +2% | +$43.8K | 1.18% | 15 |
|
|
2023
Q4 | $2.51M | Sell |
6,663
-99
| -1% | -$37.2K | 1.16% | 14 |
|
|
2023
Q3 | $2.14M | Sell |
6,762
-306
| -4% | -$96.6K | 1.19% | 12 |
|
|
2023
Q2 | $2.41M | Buy |
7,068
+382
| +6% | +$130K | 1.23% | 14 |
|
|
2023
Q1 | $1.93M | Buy |
6,686
+78
| +1% | +$22.5K | 1.01% | 14 |
|
|
2022
Q4 | $1.58M | Buy |
6,608
+6
| +0.1% | +$1.44K | 0.9% | 16 |
|
|
2022
Q3 | $1.54M | Sell |
6,602
-167
| -2% | -$38.9K | 1.06% | 11 |
|
|
2022
Q2 | $1.74M | Buy |
6,769
+198
| +3% | +$50.8K | 1.13% | 11 |
|
|
2022
Q1 | $2.03M | Buy |
6,571
+531
| +9% | +$164K | 1.36% | 11 |
|
|
2021
Q4 | $2.03M | Buy |
6,040
+55
| +0.9% | +$18.5K | 1.39% | 11 |
|
|
2021
Q3 | $1.69M | Sell |
5,985
-9,892
| -62% | -$2.79M | 1.36% | 11 |
|
|
2021
Q2 | $4.3M | Buy |
15,877
+367
| +2% | +$99.4K | 2.21% | 11 |
|
|
2021
Q1 | $3.66M | Buy |
+15,510
| New | +$3.66M | 2.09% | 10 |
|
|
2019
Q4 | $820K | Buy |
+5,202
| New | +$820K | 0.9% | 18 |
|