Alpha Family Trust’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
33,105
+1,033
| +3% | +$514K | 8.15% | 2 |
|
|
2025
Q1 | $12M | Buy |
32,072
+2
| +0% | +$751 | 7.03% | 3 |
|
|
2024
Q4 | $13.5M | Hold |
32,070
| – | – | 7.59% | 4 |
|
|
2024
Q3 | $13.8M | Hold |
32,070
| – | – | 7.71% | 3 |
|
|
2024
Q2 | $14.3M | Hold |
32,070
| – | – | 8.4% | 2 |
|
|
2024
Q1 | $13.5M | Hold |
32,070
| – | – | 8.16% | 2 |
|
|
2023
Q4 | $12.1M | Sell |
32,070
-1,830
| -5% | -$688K | 8.14% | 1 |
|
|
2023
Q3 | $10.7M | Sell |
33,900
-1,925
| -5% | -$608K | 8.15% | 2 |
|
|
2023
Q2 | $12.2M | Hold |
35,825
| – | – | 8.52% | 3 |
|
|
2023
Q1 | $10.3M | Hold |
35,825
| – | – | 8.18% | 4 |
|
|
2022
Q4 | $8.59M | Sell |
35,825
-32,441
| -48% | -$7.78M | 7.76% | 3 |
|
|
2022
Q3 | $15.9M | Buy |
68,266
+2,300
| +3% | +$536K | 12.02% | 2 |
|
|
2022
Q2 | $16.9M | Sell |
65,966
-28,075
| -30% | -$7.21M | 10.79% | 2 |
|
|
2022
Q1 | $29M | Hold |
94,041
| – | – | 11.76% | 2 |
|
|
2021
Q4 | $31.6M | Buy |
94,041
+39,845
| +74% | +$13.4M | 8.87% | 4 |
|
|
2021
Q3 | $15.3M | Hold |
54,196
| – | – | 4.95% | 8 |
|
|
2021
Q2 | $14.7M | Hold |
54,196
| – | – | 4.62% | 9 |
|
|
2021
Q1 | $12.8M | Hold |
54,196
| – | – | 5.92% | 6 |
|
|
2020
Q4 | $12.1M | Buy |
+54,196
| New | +$12.1M | 7.52% | 5 |
|