Wolff Financial 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 | $3.22M | Buy |
6,480
+104
| +2% | +$51.7K | 0.83% | 20 |
|
|
2025
Q1 | $2.39M | Buy |
6,376
+1
| +0% | +$375 | 0.66% | 22 |
|
|
2024
Q4 | $2.69M | Sell |
6,375
-326
| -5% | -$137K | 0.75% | 21 |
|
|
2024
Q3 | $2.88M | Buy |
+6,701
| New | +$2.88M | 0.78% | 21 |
|
|
2024
Q2 | – | Sell |
-6,852
| Closed | -$2.88M | – | 69 |
|
|
2024
Q1 | $2.88M | Buy |
6,852
+547
| +9% | +$230K | 0.84% | 20 |
|
|
2023
Q4 | $2.37M | Sell |
6,305
-279
| -4% | -$105K | 0.73% | 21 |
|
|
2023
Q3 | $2.08M | Buy |
+6,584
| New | +$2.08M | 0.71% | 21 |
|
|
2023
Q2 | – | Sell |
-6,747
| Closed | -$1.95M | – | 72 |
|
|
2023
Q1 | $1.95M | Sell |
6,747
-92
| -1% | -$26.5K | 0.68% | 23 |
|
|
2022
Q4 | $1.64M | Sell |
6,839
-234
| -3% | -$56.1K | 0.61% | 28 |
|
|
2022
Q3 | $1.65M | Buy |
7,073
+285
| +4% | +$66.4K | 0.75% | 27 |
|
|
2022
Q2 | $1.74M | Sell |
6,788
-69
| -1% | -$17.7K | 0.78% | 27 |
|
|
2022
Q1 | $2.11M | Sell |
6,857
-1
| -0% | -$308 | 0.84% | 27 |
|
|
2021
Q4 | $2.31M | Buy |
+6,858
| New | +$2.31M | 0.87% | 28 |
|
|
2021
Q1 | $1.6M | Buy |
6,803
+136
| +2% | +$32.1K | 0.74% | 25 |
|
|
2020
Q4 | $1.48M | Buy |
6,667
+2
| +0% | +$445 | 0.78% | 23 |
|
|
2020
Q3 | $1.4M | Buy |
6,665
+290
| +5% | +$61K | 0.83% | 26 |
|
|
2020
Q2 | $1.3M | Buy |
6,375
+102
| +2% | +$20.8K | 0.82% | 25 |
|
|
2020
Q1 | $989K | Buy |
6,273
+693
| +12% | +$109K | 0.75% | 29 |
|
|
2019
Q4 | $880K | Buy |
5,580
+57
| +1% | +$8.99K | 0.58% | 34 |
|
|
2019
Q3 | $768K | Buy |
5,523
+118
| +2% | +$16.4K | 0.56% | 35 |
|
|
2019
Q2 | $724K | Sell |
5,405
-153
| -3% | -$20.5K | 0.56% | 37 |
|
|
2019
Q1 | $656K | Sell |
5,558
-46
| -0.8% | -$5.43K | 0.54% | 40 |
|
|
2018
Q4 | $569K | Buy |
+5,604
| New | +$569K | 0.55% | 40 |
|