Westwood 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 | $14.7M | Sell |
29,617
-262
| -0.9% | -$130K | 4.95% | 6 |
|
|
2025
Q1 | $11.2M | Buy |
29,879
+685
| +2% | +$257K | 4.84% | 5 |
|
|
2024
Q4 | $12.3M | Sell |
29,194
-1,258
| -4% | -$530K | 4.45% | 6 |
|
|
2024
Q3 | $13.1M | Buy |
30,452
+2,830
| +10% | +$1.22M | 5.14% | 5 |
|
|
2024
Q2 | $12.3M | Buy |
27,622
+983
| +4% | +$439K | 4.6% | 6 |
|
|
2024
Q1 | $11.2M | Buy |
26,639
+2,428
| +10% | +$1.02M | 5.48% | 4 |
|
|
2023
Q4 | $9.1M | Sell |
24,211
-265
| -1% | -$99.7K | 7.02% | 4 |
|
|
2023
Q3 | $7.73M | Sell |
24,476
-1,010
| -4% | -$319K | 5.11% | 4 |
|
|
2023
Q2 | $8.68M | Buy |
25,486
+100
| +0.4% | +$34.1K | 6.11% | 4 |
|
|
2023
Q1 | $7.32M | Sell |
25,386
-530
| -2% | -$153K | 6.52% | 4 |
|
|
2022
Q4 | $6.22M | Buy |
25,916
+2,255
| +10% | +$541K | 7.47% | 4 |
|
|
2022
Q3 | $5.51M | Sell |
23,661
-180
| -0.8% | -$41.9K | 4.95% | 5 |
|
|
2022
Q2 | $6.12M | Sell |
23,841
-5,925
| -20% | -$1.52M | 7.06% | 4 |
|
|
2022
Q1 | $9.18K | Sell |
29,766
-6,689
| -18% | -$2.06K | 3.56% | 7 |
|
|
2021
Q4 | $12.3M | Buy |
+36,455
| New | +$12.3M | 5.23% | 6 |
|