Willow Creek 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 | $2.12M | Buy |
4,252
+112
| +3% | +$55.7K | 0.19% | 49 |
|
|
2025
Q1 | $1.55M | Buy |
4,140
+285
| +7% | +$107K | 0.15% | 56 |
|
|
2024
Q4 | $1.63M | Sell |
3,855
-62
| -2% | -$26.1K | 0.17% | 54 |
|
|
2024
Q3 | $1.69M | Sell |
3,917
-79
| -2% | -$34K | 0.18% | 54 |
|
|
2024
Q2 | $1.79M | Sell |
3,996
-43
| -1% | -$19.2K | 0.2% | 51 |
|
|
2024
Q1 | $1.7M | Buy |
4,039
+476
| +13% | +$200K | 0.2% | 52 |
|
|
2023
Q4 | $1.34M | Buy |
3,563
+459
| +15% | +$173K | 0.17% | 58 |
|
|
2023
Q3 | $980K | Sell |
3,104
-581
| -16% | -$183K | 0.15% | 59 |
|
|
2023
Q2 | $1.26M | Buy |
3,685
+539
| +17% | +$184K | 0.18% | 57 |
|
|
2023
Q1 | $907K | Sell |
3,146
-5
| -0.2% | -$1.44K | 0.14% | 57 |
|
|
2022
Q4 | $756K | Sell |
3,151
-535
| -15% | -$128K | 0.13% | 55 |
|
|
2022
Q3 | $858K | Buy |
3,686
+618
| +20% | +$144K | 0.17% | 56 |
|
|
2022
Q2 | $788K | Buy |
3,068
+286
| +10% | +$73.5K | 0.15% | 59 |
|
|
2022
Q1 | $858K | Sell |
2,782
-55
| -2% | -$17K | 0.17% | 48 |
|
|
2021
Q4 | $954K | Sell |
2,837
-49
| -2% | -$16.5K | 0.2% | 46 |
|
|
2021
Q3 | $814K | Hold |
2,886
| – | – | 0.18% | 42 |
|
|
2021
Q2 | $782K | Buy |
2,886
+96
| +3% | +$26K | 0.19% | 42 |
|
|
2021
Q1 | $658K | Sell |
2,790
-201
| -7% | -$47.4K | 0.24% | 33 |
|
|
2020
Q4 | $665K | Sell |
2,991
-71
| -2% | -$15.8K | 0.25% | 33 |
|
|
2020
Q3 | $644K | Sell |
3,062
-1,629
| -35% | -$343K | 0.27% | 30 |
|
|
2020
Q2 | $955K | Sell |
4,691
-446
| -9% | -$90.8K | 0.43% | 24 |
|
|
2020
Q1 | $810K | Buy |
5,137
+285
| +6% | +$44.9K | 0.41% | 25 |
|
|
2019
Q4 | $765K | Sell |
4,852
-46
| -0.9% | -$7.25K | 0.35% | 27 |
|
|
2019
Q3 | $681K | Sell |
4,898
-16
| -0.3% | -$2.23K | 0.32% | 29 |
|
|
2019
Q2 | $658K | Buy |
4,914
+33
| +0.7% | +$4.42K | 0.32% | 30 |
|
|
2019
Q1 | $576K | Sell |
4,881
-325
| -6% | -$38.4K | 0.29% | 33 |
|
|
2018
Q4 | $529K | Sell |
5,206
-82
| -2% | -$8.33K | 0.28% | 32 |
|
|
2018
Q3 | $605K | Buy |
5,288
+70
| +1% | +$8.01K | 0.34% | 30 |
|
|
2018
Q2 | $515K | Sell |
5,218
-435
| -8% | -$42.9K | 0.29% | 31 |
|
|
2018
Q1 | $516K | Buy |
+5,653
| New | +$516K | 0.28% | 33 |
|