Aldebaran Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.17M | Buy |
8,391
+187
| +2% | +$93K | 4.62% | 6 |
|
2025
Q1 | $3.08M | Buy |
8,204
+187
| +2% | +$70.2K | 3.76% | 6 |
|
2024
Q4 | $3.41M | Buy |
8,017
+354
| +5% | +$150K | 3.98% | 6 |
|
2024
Q3 | $3.3M | Buy |
7,663
+423
| +6% | +$182K | 3.89% | 7 |
|
2024
Q2 | $3.24M | Buy |
7,240
+1,033
| +17% | +$462K | 4.24% | 7 |
|
2024
Q1 | $2.61M | Buy |
6,207
+36
| +0.6% | +$15.1K | 3.69% | 7 |
|
2023
Q4 | $2.32M | Sell |
6,171
-34
| -0.5% | -$12.8K | 3.42% | 8 |
|
2023
Q3 | $1.96M | Buy |
6,205
+160
| +3% | +$50.5K | 3.06% | 9 |
|
2023
Q2 | $2.06M | Sell |
6,045
-726
| -11% | -$247K | 2.8% | 10 |
|
2023
Q1 | $1.95M | Sell |
6,771
-1,301
| -16% | -$375K | 2.52% | 10 |
|
2022
Q4 | $1.94M | Buy |
8,072
+2,402
| +42% | +$576K | 2.08% | 13 |
|
2022
Q3 | $1.34M | Sell |
5,670
-62
| -1% | -$14.6K | 1.47% | 20 |
|
2022
Q2 | $1.47M | Sell |
5,732
-1,548
| -21% | -$396K | 1.55% | 17 |
|
2022
Q1 | $2.24M | Buy |
7,280
+260
| +4% | +$80.1K | 1.74% | 17 |
|
2021
Q4 | $2.36M | Buy |
7,020
+190
| +3% | +$63.9K | 1.74% | 17 |
|
2021
Q3 | $1.93M | Buy |
6,830
+110
| +2% | +$31K | 1.56% | 18 |
|
2021
Q2 | $1.82M | Sell |
6,720
-295
| -4% | -$79.9K | 1.49% | 18 |
|
2021
Q1 | $1.65M | Buy |
7,015
+200
| +3% | +$47.2K | 1.46% | 18 |
|
2020
Q4 | $1.52M | Buy |
6,815
+110
| +2% | +$24.5K | 1.41% | 19 |
|
2020
Q3 | $1.41M | Buy |
6,705
+3,194
| +91% | +$672K | 1.47% | 20 |
|
2020
Q2 | $715K | Buy |
3,511
+1,765
| +101% | +$359K | 0.84% | 42 |
|
2020
Q1 | $275K | Buy |
+1,746
| New | +$275K | 0.27% | 75 |
|