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