WorthPointe’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
2,477
-672
| -21% | -$334K | 0.52% | 28 |
|
|
2025
Q1 | $1.18M | Sell |
3,149
-11
| -0.3% | -$4.13K | 0.53% | 26 |
|
|
2024
Q4 | $1.33M | Sell |
3,160
-33
| -1% | -$13.9K | 0.54% | 22 |
|
|
2024
Q3 | $1.37M | Buy |
3,193
+298
| +10% | +$128K | 0.58% | 24 |
|
|
2024
Q2 | $1.29M | Buy |
2,895
+69
| +2% | +$30.8K | 0.59% | 24 |
|
|
2024
Q1 | $1.19M | Sell |
2,826
-55
| -2% | -$23.1K | 0.6% | 19 |
|
|
2023
Q4 | $1.08M | Sell |
2,881
-1,185
| -29% | -$446K | 0.55% | 25 |
|
|
2023
Q3 | $1.28M | Buy |
4,066
+1,446
| +55% | +$457K | 0.76% | 17 |
|
|
2023
Q2 | $892K | Buy |
2,620
+972
| +59% | +$331K | 0.54% | 25 |
|
|
2023
Q1 | $475K | Sell |
1,648
-284
| -15% | -$81.9K | 0.31% | 31 |
|
|
2022
Q4 | $463K | Buy |
1,932
+462
| +31% | +$111K | 0.31% | 37 |
|
|
2022
Q3 | $342K | Sell |
1,470
-41
| -3% | -$9.54K | 0.29% | 36 |
|
|
2022
Q2 | $388K | Sell |
1,511
-114
| -7% | -$29.3K | 0.33% | 31 |
|
|
2022
Q1 | $501K | Sell |
1,625
-149
| -8% | -$45.9K | 0.4% | 29 |
|
|
2021
Q4 | $481K | Buy |
+1,774
| New | +$481K | 0.43% | 25 |
|