Ackerman Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
3,444
+6
| +0.2% | +$2.98K | 0.4% | 36 |
|
|
2025
Q1 | $1.29M | Hold |
3,438
| – | – | 0.34% | 41 |
|
|
2024
Q4 | $1.45M | Sell |
3,438
-57
| -2% | -$24K | 0.38% | 36 |
|
|
2024
Q3 | $1.5M | Hold |
3,495
| – | – | 0.39% | 34 |
|
|
2024
Q2 | $1.56M | Hold |
3,495
| – | – | 0.41% | 32 |
|
|
2024
Q1 | $1.47M | Sell |
3,495
-7
| -0.2% | -$2.95K | 0.41% | 35 |
|
|
2023
Q4 | $1.32M | Hold |
3,502
| – | – | 0.37% | 43 |
|
|
2023
Q3 | $1.11M | Hold |
3,502
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $1.19M | Buy |
3,502
+34
| +1% | +$11.6K | 0.31% | 44 |
|
|
2023
Q1 | $1,000K | Sell |
3,468
-310
| -8% | -$89.4K | 0.26% | 48 |
|
|
2022
Q4 | $906K | Sell |
3,778
-50
| -1% | -$12K | 0.24% | 50 |
|
|
2022
Q3 | $892K | Buy |
3,828
+3
| +0.1% | +$699 | 0.25% | 45 |
|
|
2022
Q2 | $982K | Sell |
3,825
-1
| -0% | -$257 | 0.26% | 49 |
|
|
2022
Q1 | $1.18M | Hold |
3,826
| – | – | 0.28% | 45 |
|
|
2021
Q4 | $1.29M | Sell |
3,826
-87
| -2% | -$29.3K | 0.3% | 41 |
|
|
2021
Q3 | $1.1M | Buy |
3,913
+248
| +7% | +$69.9K | 0.25% | 39 |
|
|
2021
Q2 | $993K | Sell |
3,665
-629
| -15% | -$170K | 0.23% | 38 |
|
|
2021
Q1 | $1.01M | Buy |
4,294
+2,700
| +169% | +$636K | 0.25% | 43 |
|
|
2020
Q4 | $355K | Sell |
1,594
-2,700
| -63% | -$601K | 0.09% | 84 |
|
|
2020
Q3 | $903K | Hold |
4,294
| – | – | 0.25% | 41 |
|
|
2020
Q2 | $874K | Hold |
4,294
| – | – | 0.26% | 38 |
|
|
2020
Q1 | $677K | Sell |
4,294
-2,904
| -40% | -$458K | 0.26% | 36 |
|
|
2019
Q4 | $1.14M | Sell |
7,198
-543
| -7% | -$85.6K | 0.34% | 42 |
|
|
2019
Q3 | $1.08M | Sell |
7,741
-36
| -0.5% | -$5K | 0.37% | 38 |
|
|
2019
Q2 | $362K | Buy |
7,777
+2,822
| +57% | +$131K | 1.77% | 14 |
|
|
2019
Q1 | $584 | Sell |
4,955
-1,997
| -29% | -$235 | ﹤0.01% | 103 |
|
|
2018
Q4 | $706 | Buy |
+6,952
| New | +$706 | 0.05% | 93 |
|
|
2018
Q1 | $594K | Buy |
6,938
+4
| +0.1% | +$342 | 0.24% | 42 |
|
|
2017
Q4 | $517K | Buy |
+6,934
| New | +$517K | 0.22% | 43 |
|
|
2017
Q2 | $512K | Buy |
+7,425
| New | +$512K | 0.21% | 48 |
|