Willner & Heller’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
8,430
+5
| +0.1% | +$2.49K | 3.53% | 2 |
|
|
2025
Q1 | $3.16M | Buy |
8,425
+260
| +3% | +$97.6K | 2.92% | 5 |
|
|
2024
Q4 | $3.44M | Buy |
8,165
+159
| +2% | +$67K | 3.01% | 4 |
|
|
2024
Q3 | $3.45M | Buy |
8,006
+590
| +8% | +$254K | 3.07% | 4 |
|
|
2024
Q2 | $3.31M | Sell |
7,416
-73
| -1% | -$32.6K | 3.18% | 4 |
|
|
2024
Q1 | $3.15M | Sell |
7,489
-71
| -0.9% | -$29.9K | 3.14% | 4 |
|
|
2023
Q4 | $2.84M | Buy |
+7,560
| New | +$2.84M | 3.17% | 4 |
|
|
2022
Q4 | $1.83M | Buy |
7,625
+132
| +2% | +$31.7K | 2.6% | 5 |
|
|
2022
Q3 | $1.75M | Buy |
7,493
+234
| +3% | +$54.5K | 2.82% | 5 |
|
|
2022
Q2 | $1.86M | Buy |
7,259
+465
| +7% | +$119K | 2.9% | 3 |
|
|
2022
Q1 | $2.29M | Sell |
6,794
-281
| -4% | -$94.5K | 2.81% | 3 |
|
|
2021
Q4 | $2M | Buy |
+7,075
| New | +$2M | 2.65% | 3 |
|