Wheelhouse Advisory 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 | $1.13M | Buy |
2,268
+354
| +18% | +$176K | 0.56% | 19 |
|
|
2025
Q1 | $719K | Sell |
1,914
-508
| -21% | -$191K | 0.41% | 21 |
|
|
2024
Q4 | $1.02M | Buy |
2,422
+111
| +5% | +$46.8K | 0.61% | 19 |
|
|
2024
Q3 | $995K | Sell |
2,311
-69
| -3% | -$29.7K | 0.64% | 18 |
|
|
2024
Q2 | $1.09M | Buy |
2,380
+362
| +18% | +$166K | 0.77% | 15 |
|
|
2024
Q1 | $849K | Buy |
2,018
+522
| +35% | +$220K | 0.65% | 17 |
|
|
2023
Q4 | $563K | Buy |
+1,496
| New | +$563K | 0.49% | 22 |
|