Windle Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
22,479
+185
| +0.8% | +$92K | 5.47% | 2 |
|
|
2025
Q1 | $8.37M | Buy |
22,294
+1,038
| +5% | +$390K | 4.31% | 8 |
|
|
2024
Q4 | $8.96M | Buy |
21,256
+908
| +4% | +$383K | 4.96% | 3 |
|
|
2024
Q3 | $8.76M | Buy |
20,348
+739
| +4% | +$318K | 4.76% | 4 |
|
|
2024
Q2 | $8.76M | Sell |
19,609
-359
| -2% | -$160K | 5.34% | 3 |
|
|
2024
Q1 | $8.4M | Sell |
19,968
-686
| -3% | -$289K | 5.35% | 1 |
|
|
2023
Q4 | $7.77M | Sell |
20,654
-1,653
| -7% | -$622K | 5.45% | 1 |
|
|
2023
Q3 | $7.04M | Sell |
22,307
-3,024
| -12% | -$955K | 5.25% | 1 |
|
|
2023
Q2 | $8.63M | Sell |
25,331
-540
| -2% | -$184K | 6.23% | 1 |
|
|
2023
Q1 | $7.46M | Buy |
25,871
+650
| +3% | +$187K | 5.53% | 1 |
|
|
2022
Q4 | $6.05M | Buy |
+25,221
| New | +$6.05M | 4.72% | 5 |
|