Alta Advisers’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19M Hold
38,194
6.76% 3
2025
Q1
$14.3M Buy
38,194
+13,470
+54% +$5.06M 6.1% 2
2024
Q4
$10.4M Buy
24,724
+3,724
+18% +$1.57M 6.58% 4
2024
Q3
$9.04M Buy
21,000
+300
+1% +$129K 4.13% 5
2024
Q2
$9.25M Buy
20,700
+100
+0.5% +$44.7K 4.45% 4
2024
Q1
$8.67M Buy
20,600
+100
+0.5% +$42.1K 4.3% 4
2023
Q4
$7.71M Hold
20,500
4.12% 5
2023
Q3
$6.47M Buy
20,500
+400
+2% +$126K 3.75% 5
2023
Q2
$6.84M Hold
20,100
3.85% 5
2023
Q1
$5.79M Hold
20,100
3.46% 5
2022
Q4
$4.82M Buy
20,100
+500
+3% +$120K 2.89% 5
2022
Q3
$4.57M Buy
+19,600
New +$4.57M 2.87% 5
2013
Q4
Sell
-749
Closed -$25K 66
2013
Q3
$25K Sell
749
-735
-50% -$24.5K 0.01% 73
2013
Q2
$51K Buy
+1,484
New +$51K 0.02% 53