1834 Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.7M | Sell |
47,908
-906
| -2% | -$379K | 2.21% | 9 |
|
|
2025
Q4 | $23.6M | Sell |
48,814
-2,082
| -4% | -$1.04M | 2.96% | 7 |
|
|
2025
Q3 | $26.4M | Sell |
50,896
-35
| -0.1% | -$17.9K | 3.24% | 5 |
|
|
2025
Q2 | $25.3M | Sell |
50,931
-4,255
| -8% | -$1.85M | 3.21% | 6 |
|
|
2025
Q1 | $20.7M | Sell |
55,186
-1,217
| -2% | -$496K | 2.67% | 8 |
|
|
2024
Q4 | $23.8M | Sell |
56,403
-2,373
| -4% | -$1.01M | 3.01% | 7 |
|
|
2024
Q3 | $25.3M | Sell |
58,776
-3,312
| -5% | -$1.42M | 2.94% | 8 |
|
|
2024
Q2 | $27.8M | Sell |
62,088
-2,081
| -3% | -$879K | 3.34% | 6 |
|
|
2024
Q1 | $27M | Sell |
64,169
-5,990
| -9% | -$2.42M | 3.21% | 7 |
|
|
2023
Q4 | $26.4M | Sell |
70,159
-6,374
| -8% | -$2.27M | 3.15% | 8 |
|
|
2023
Q3 | $24.2M | Sell |
76,533
-1,418
| -2% | -$469K | 3% | 8 |
|
|
2023
Q2 | $26.5M | Sell |
77,951
-15,671
| -17% | -$4.91M | 3.16% | 6 |
|
|
2023
Q1 | $27M | Buy |
93,622
+9,272
| +11% | +$2.37M | 3.23% | 6 |
|
|
2022
Q4 | $20.2M | Sell |
84,350
-1,634
| -2% | -$392K | 2.89% | 7 |
|
|
2022
Q3 | $20M | Sell |
85,984
-812
| -0.9% | -$214K | 3% | 8 |
|
|
2022
Q2 | $22.3M | Sell |
86,796
-258
| -0.3% | -$70K | 3.14% | 7 |
|
|
2022
Q1 | $26.8M | Sell |
87,054
-1,225
| -1% | -$369K | 3.29% | 6 |
|
|
2021
Q4 | $29.7M | Sell |
88,279
-1,414
| -2% | -$458K | 3.35% | 6 |
|
|
2021
Q3 | $25.3M | Sell |
89,693
-2,166
| -2% | -$630K | 3.08% | 6 |
|
|
2021
Q2 | $24.9M | Buy |
91,859
+1,971
| +2% | +$501K | 3.01% | 6 |
|
|
2021
Q1 | $21.2M | Sell |
89,888
-6,653
| -7% | -$1.54M | 2.74% | 7 |
|
|
2020
Q4 | $21.5M | Sell |
96,541
-1,892
| -2% | -$407K | 2.86% | 7 |
|
|
2020
Q3 | $20.7M | Sell |
98,433
-327
| -0.3% | -$68.7K | 3.02% | 7 |
|
|
2020
Q2 | $20.1M | Buy |
98,760
+1,573
| +2% | +$286K | 3.18% | 6 |
|
|
2020
Q1 | $15.3M | Buy |
97,187
+7,319
| +8% | +$1.2M | 2.91% | 5 |
|
|
2019
Q4 | $14.2M | Sell |
89,868
-14,505
| -14% | -$2.13M | 2.17% | 9 |
|
|
2019
Q3 | $14.5M | Sell |
104,373
-2,454
| -2% | -$337K | 2.11% | 8 |
|
|
2019
Q2 | $14.3M | Sell |
106,827
-3,592
| -3% | -$456K | 2.16% | 8 |
|
|
2019
Q1 | $13M | Sell |
110,419
-1,929
| -2% | -$210K | 1.98% | 9 |
|
|
2018
Q4 | $11.4M | Sell |
112,348
-523
| -0.5% | -$56K | 1.91% | 10 |
|
|
2018
Q3 | $12.9M | Sell |
112,871
-1,966
| -2% | -$213K | 1.88% | 9 |
|
|
2018
Q2 | $11.3M | Sell |
114,837
-36,927
| -24% | -$3.58M | 1.77% | 10 |
|
|
2018
Q1 | $13.9M | Sell |
151,764
-4,819
| -3% | -$441K | 2.37% | 5 |
|
|
2017
Q4 | $13.4M | Buy |
156,583
+675
| +0.4% | +$55.4K | 2.11% | 5 |
|
|
2017
Q3 | $11.6M | Sell |
155,908
-1,585
| -1% | -$116K | 2.17% | 5 |
|
|
2017
Q2 | $10.9M | Sell |
157,493
-5,637
| -3% | -$387K | 2.05% | 5 |
|
|
2017
Q1 | $10.7M | Sell |
163,130
-6,243
| -4% | -$400K | 2.06% | 5 |
|
|
2016
Q4 | $10.5M | Sell |
169,373
-1,493
| -0.9% | -$89.8K | 2.12% | 6 |
|
|
2016
Q3 | $9.84M | Sell |
170,866
-48
| -0% | -$2.71K | 2.14% | 6 |
|
|
2016
Q2 | $8.75M | Buy |
170,914
+5,013
| +3% | +$260K | 1.9% | 9 |
|
|
2016
Q1 | $9.16M | Buy |
165,901
+8,158
| +5% | +$428K | 2.09% | 7 |
|
|
2015
Q4 | $8.75M | Sell |
157,743
-2,793
| -2% | -$147K | 2.06% | 6 |
|
|
2015
Q3 | $7.11M | Buy |
160,536
+7,951
| +5% | +$357K | 1.76% | 9 |
|
|
2015
Q2 | $6.74M | Sell |
152,585
-674
| -0.4% | -$30.8K | 1.84% | 10 |
|
|
2015
Q1 | $6.23M | Buy |
153,259
+2,516
| +2% | +$110K | 1.69% | 14 |
|
|
2014
Q4 | $7M | Sell |
150,743
-11,685
| -7% | -$548K | 1.94% | 7 |
|
|
2014
Q3 | $7.53M | Sell |
162,428
-2,004
| -1% | -$89.4K | 2.08% | 7 |
|
|
2014
Q2 | $6.86M | Sell |
164,432
-556
| -0.3% | -$22.5K | 1.86% | 8 |
|
|
2014
Q1 | $6.76M | Sell |
164,988
-3,235
| -2% | -$121K | 1.98% | 7 |
|
|
2013
Q4 | $6.29M | Sell |
168,223
-772
| -0.5% | -$28K | 1.85% | 8 |
|
|
2013
Q3 | $5.62M | Sell |
168,995
-649
| -0.4% | -$21.4K | 1.85% | 7 |
|
|
2013
Q2 | $5.86M | Buy |
+169,644
| New | +$5.56M | 2.01% | 7 |
|
Other funds holding MSFT
VCM
VPM
