Alan N. Hoffman Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Sell |
74,417
-351
| -0.5% | -$175K | 18.25% | 3 |
|
|
2025
Q1 | $28.1M | Sell |
74,768
-1,196
| -2% | -$449K | 14.48% | 3 |
|
|
2024
Q4 | $32M | Sell |
75,964
-1,253
| -2% | -$528K | 14.46% | 3 |
|
|
2024
Q3 | $33.2M | Buy |
77,217
+217
| +0.3% | +$93.4K | 16% | 3 |
|
|
2024
Q2 | $34.4M | Buy |
77,000
+34
| +0% | +$15.2K | 16.98% | 3 |
|
|
2024
Q1 | $32.4M | Sell |
76,966
-395
| -0.5% | -$166K | 18.17% | 3 |
|
|
2023
Q4 | $29.1M | Buy |
77,361
+2,683
| +4% | +$1.01M | 16.29% | 3 |
|
|
2023
Q3 | $23.6M | Buy |
74,678
+698
| +0.9% | +$220K | 15.2% | 3 |
|
|
2023
Q2 | $25.2M | Buy |
73,980
+1,493
| +2% | +$508K | 14.94% | 3 |
|
|
2023
Q1 | $20.9M | Buy |
72,487
+183
| +0.3% | +$52.8K | 14.8% | 3 |
|
|
2022
Q4 | $17.3M | Sell |
72,304
-99
| -0.1% | -$23.7K | 13.19% | 3 |
|
|
2022
Q3 | $16.9M | Buy |
72,403
+4,037
| +6% | +$940K | 11.45% | 3 |
|
|
2022
Q2 | $17.6M | Buy |
68,366
+574
| +0.8% | +$147K | 11.89% | 3 |
|
|
2022
Q1 | $20.9M | Buy |
67,792
+757
| +1% | +$233K | 10.8% | 3 |
|
|
2021
Q4 | $22.6M | Buy |
67,035
+1,023
| +2% | +$344K | 11.4% | 3 |
|
|
2021
Q3 | $18.6M | Sell |
66,012
-558
| -0.8% | -$157K | 10.91% | 3 |
|
|
2021
Q2 | $18M | Buy |
66,570
+261
| +0.4% | +$70.7K | 10.67% | 3 |
|
|
2021
Q1 | $15.6M | Sell |
66,309
-141
| -0.2% | -$33.2K | 10.46% | 3 |
|
|
2020
Q4 | $14.8M | Buy |
+66,450
| New | +$14.8M | 9.42% | 3 |
|