Williams & Novak’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Sell |
2,562
-484
| -16% | -$241K | 1.08% | 24 |
|
2025
Q1 | $1.16M | Buy |
3,046
+500
| +20% | +$191K | 1.14% | 28 |
|
2024
Q4 | $1.07M | Sell |
2,546
-27
| -1% | -$11.4K | 1.03% | 28 |
|
2024
Q3 | $1.11M | Sell |
2,573
-230
| -8% | -$99K | 1.03% | 28 |
|
2024
Q2 | $1.25M | Buy |
2,803
+60
| +2% | +$26.8K | 1.17% | 26 |
|
2024
Q1 | $1.03M | Hold |
2,743
| – | – | 1.17% | 28 |
|
2023
Q4 | $1.03M | Buy |
+2,743
| New | +$1.03M | 1.17% | 28 |
|