Adero Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.61M | Buy |
25,609
+4,484
| +21% | +$1.68M | 0.63% | 26 |
|
|
2024
Q4 | $8.9M | Buy |
21,125
+1,108
| +6% | +$467K | 0.57% | 27 |
|
|
2024
Q3 | $8.61M | Buy |
20,017
+634
| +3% | +$273K | 0.57% | 27 |
|
|
2024
Q2 | $8.66M | Buy |
19,383
+260
| +1% | +$116K | 0.63% | 25 |
|
|
2024
Q1 | $8.05M | Sell |
19,123
-1,410
| -7% | -$593K | 0.61% | 26 |
|
|
2023
Q4 | $7.72M | Buy |
20,533
+1,295
| +7% | +$487K | 0.66% | 24 |
|
|
2023
Q3 | $6.07M | Buy |
19,238
+2,423
| +14% | +$765K | 0.59% | 26 |
|
|
2023
Q2 | $5.73M | Buy |
16,815
+435
| +3% | +$148K | 0.56% | 25 |
|
|
2023
Q1 | $4.72M | Sell |
16,380
-340
| -2% | -$98K | 0.52% | 27 |
|
|
2022
Q4 | $4.01M | Buy |
16,720
+1,531
| +10% | +$367K | 0.48% | 26 |
|
|
2022
Q3 | $3.76M | Buy |
15,189
+22
| +0.1% | +$5.44K | 0.47% | 28 |
|
|
2022
Q2 | $3.83M | Buy |
15,167
+1,009
| +7% | +$255K | 0.54% | 27 |
|
|
2022
Q1 | $4.37M | Buy |
14,158
+2,809
| +25% | +$866K | 0.64% | 25 |
|
|
2021
Q4 | $3.82M | Buy |
11,349
+1,999
| +21% | +$672K | 0.63% | 32 |
|
|
2021
Q3 | $2.64M | Buy |
9,350
+316
| +3% | +$89.1K | 0.48% | 39 |
|
|
2021
Q2 | $2.45M | Buy |
9,034
+282
| +3% | +$76.4K | 0.57% | 31 |
|
|
2021
Q1 | $2.06M | Buy |
8,752
+3,009
| +52% | +$709K | 0.92% | 23 |
|
|
2020
Q4 | $1.28M | Sell |
5,743
-2,396
| -29% | -$533K | 1.1% | 19 |
|
|
2020
Q3 | $1.71M | Buy |
8,139
+2,207
| +37% | +$464K | 1.37% | 16 |
|
|
2020
Q2 | $1.21M | Buy |
5,932
+30
| +0.5% | +$6.1K | 1.25% | 17 |
|
|
2020
Q1 | $931K | Buy |
5,902
+1,799
| +44% | +$284K | 1.54% | 17 |
|
|
2019
Q4 | $647K | Buy |
+4,103
| New | +$647K | 0.73% | 32 |
|