Advisory Research’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 | $15.8M | Buy |
42,737
+994
| +2% | +$416K | 1.94% | 21 |
|
|
2025
Q4 | $20.2M | Sell |
41,743
-7
| -0% | -$3.51K | 2.54% | 13 |
|
|
2025
Q3 | $21.6M | Buy |
41,750
+9,320
| +29% | +$4.75M | 2.84% | 11 |
|
|
2025
Q2 | $16.1M | Buy |
32,430
+4,833
| +18% | +$2.1M | 2.48% | 9 |
|
|
2025
Q1 | $10.4M | Sell |
27,597
-1,257
| -4% | -$512K | 1.83% | 19 |
|
|
2024
Q4 | $12.2M | Sell |
28,854
-193
| -0.7% | -$82.2K | 2.02% | 15 |
|
|
2024
Q3 | $12.5M | Sell |
29,047
-11,312
| -28% | -$4.84M | 2.22% | 10 |
|
|
2024
Q2 | $18M | Sell |
40,359
-4,403
| -10% | -$1.86M | 3.39% | 2 |
|
|
2024
Q1 | $18.8M | Sell |
44,762
-2,521
| -5% | -$1.02M | 3.74% | 1 |
|
|
2023
Q4 | $17.8M | Sell |
47,283
-9,227
| -16% | -$3.28M | 2.74% | 1 |
|
|
2023
Q3 | $17.8M | Sell |
56,510
-844
| -1% | -$279K | 2.48% | 1 |
|
|
2023
Q2 | $19.5M | Buy |
57,354
+8,848
| +18% | +$2.77M | 2.5% | 1 |
|
|
2023
Q1 | $14M | Sell |
48,506
-6,708
| -12% | -$1.71M | 2.3% | 1 |
|
|
2022
Q4 | $13.2M | Sell |
55,214
-34,339
| -38% | -$8.24M | 1.25% | 19 |
|
|
2022
Q3 | $20.9M | Buy |
89,553
+37,072
| +71% | +$9.79M | 2.04% | 8 |
|
|
2022
Q2 | $13.5M | Sell |
52,481
-2,080
| -4% | -$565K | 1.32% | 17 |
|
|
2022
Q1 | $16.8M | Buy |
54,561
+14,399
| +36% | +$4.33M | 1.35% | 19 |
|
|
2021
Q4 | $13.5M | Sell |
40,162
-952
| -2% | -$309K | 1.06% | 23 |
|
|
2021
Q3 | $11.6M | Buy |
41,114
+24,161
| +143% | +$7.03M | 0.74% | 42 |
|
|
2021
Q2 | $4.59M | Buy |
16,953
+561
| +3% | +$143K | 0.3% | 93 |
|
|
2021
Q1 | $3.86M | Buy |
16,392
+371
| +2% | +$86.1K | 0.27% | 97 |
|
|
2020
Q4 | $3.56M | Sell |
16,021
-83,048
| -84% | -$17.9M | 0.26% | 92 |
|
|
2020
Q3 | $20.8M | Sell |
99,069
-47,553
| -32% | -$9.99M | 2.03% | 4 |
|
|
2020
Q2 | $29.8M | Sell |
146,622
-126,324
| -46% | -$22.9M | 2.65% | 2 |
|
|
2020
Q1 | $43M | Buy |
272,946
+258,207
| +1,752% | +$42.5M | 2.98% | 2 |
|
|
2019
Q4 | $2.32M | Sell |
14,739
-19,201
| -57% | -$2.82M | 0.11% | 112 |
|
|
2019
Q3 | $4.72M | Sell |
33,940
-956
| -3% | -$131K | 0.23% | 79 |
|
|
2019
Q2 | $4.67M | Sell |
34,896
-4,512
| -11% | -$573K | 0.09% | 128 |
|
|
2019
Q1 | $4.65M | Sell |
39,408
-229,706
| -85% | -$25.1M | 0.09% | 122 |
|
|
2018
Q4 | $27.3M | Sell |
269,114
-4,762
| -2% | -$510K | 0.58% | 42 |
|
|
2018
Q3 | $31.3M | Sell |
273,876
-12,655
| -4% | -$1.37M | 0.51% | 54 |
|
|
2018
Q2 | $28.3M | Buy |
286,531
+1,972
| +0.7% | +$191K | 0.45% | 67 |
|
|
2018
Q1 | $26M | Buy |
284,559
+2,019
| +0.7% | +$185K | 0.47% | 68 |
|
|
2017
Q4 | $24.2M | Buy |
282,540
+2,589
| +0.9% | +$212K | 0.4% | 70 |
|
|
2017
Q3 | $20.9M | Buy |
279,951
+54,766
| +24% | +$4M | 0.33% | 82 |
|
|
2017
Q2 | $15.5M | Buy |
225,185
+113,738
| +102% | +$7.81M | 0.24% | 96 |
|
|
2017
Q1 | $7.34M | Buy |
111,447
+47,883
| +75% | +$3.07M | 0.11% | 124 |
|
|
2016
Q4 | $3.95M | Sell |
63,564
-5,288
| -8% | -$318K | 0.06% | 150 |
|
|
2016
Q3 | $3.97M | Sell |
68,852
-1,979
| -3% | -$112K | 0.06% | 121 |
|
|
2016
Q2 | $3.62M | Sell |
70,831
-63,279
| -47% | -$3.29M | 0.06% | 126 |
|
|
2016
Q1 | $7.41M | Sell |
134,110
-217,963
| -62% | -$11.4M | 0.14% | 107 |
|
|
2015
Q4 | $19.5M | Sell |
352,073
-52,005
| -13% | -$2.74M | 0.3% | 90 |
|
|
2015
Q3 | $17.9M | Sell |
404,078
-1,696
| -0.4% | -$76.2K | 0.25% | 105 |
|
|
2015
Q2 | $17.9M | Sell |
405,774
-22,202
| -5% | -$1.01M | 0.2% | 122 |
|
|
2015
Q1 | $17.4M | Sell |
427,976
-71,971
| -14% | -$3.13M | 0.19% | 114 |
|
|
2014
Q4 | $23.2M | Sell |
499,947
-31,367
| -6% | -$1.47M | 0.24% | 100 |
|
|
2014
Q3 | $24.6M | Sell |
531,314
-25,154
| -5% | -$1.12M | 0.24% | 95 |
|
|
2014
Q2 | $23.2M | Sell |
556,468
-22,719
| -4% | -$919K | 0.22% | 106 |
|
|
2014
Q1 | $23.7M | Sell |
579,187
-29,767
| -5% | -$1.12M | 0.25% | 96 |
|
|
2013
Q4 | $22.8M | Sell |
608,954
-7,290
| -1% | -$265K | 0.23% | 107 |
|
|
2013
Q3 | $20.5M | Buy |
616,244
+2,663
| +0.4% | +$87.6K | 0.22% | 115 |
|
|
2013
Q2 | $21.2M | Buy |
+613,581
| New | +$20.1M | 0.24% | 110 |
|
Other funds holding MSFT
VCM
VPM
