American Money Management’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 | $22.9M | Buy |
61,757
+707
| +1% | +$296K | 3.62% | 4 |
|
|
2025
Q4 | $29.5M | Buy |
61,050
+1,097
| +2% | +$550K | 4.64% | 4 |
|
|
2025
Q3 | $31.1M | Buy |
59,953
+289
| +0.5% | +$147K | 5.18% | 3 |
|
|
2025
Q2 | $29.7M | Sell |
59,664
-72
| -0.1% | -$31.3K | 5.25% | 3 |
|
|
2025
Q1 | $22.4M | Buy |
59,736
+1,530
| +3% | +$624K | 4.25% | 4 |
|
|
2024
Q4 | $24.5M | Buy |
58,206
+8,399
| +17% | +$3.58M | 4.79% | 4 |
|
|
2024
Q3 | $21.4M | Sell |
49,807
-273
| -0.5% | -$117K | 4.28% | 4 |
|
|
2024
Q2 | $22.4M | Sell |
50,080
-3,903
| -7% | -$1.65M | 4.78% | 4 |
|
|
2024
Q1 | $22.7M | Sell |
53,983
-492
| -0.9% | -$199K | 4.74% | 4 |
|
|
2023
Q4 | $20.5M | Buy |
54,475
+459
| +0.8% | +$163K | 4.62% | 4 |
|
|
2023
Q3 | $17.1M | Buy |
54,016
+193
| +0.4% | +$63.8K | 4.36% | 3 |
|
|
2023
Q2 | $18.3M | Buy |
53,823
+452
| +0.8% | +$142K | 4.57% | 3 |
|
|
2023
Q1 | $15.4M | Sell |
53,371
-155
| -0.3% | -$39.5K | 4.09% | 3 |
|
|
2022
Q4 | $12.8M | Buy |
53,526
+1,693
| +3% | +$406K | 3.66% | 3 |
|
|
2022
Q3 | $12.1M | Sell |
51,833
-28
| -0.1% | -$7.39K | 3.68% | 3 |
|
|
2022
Q2 | $13.3M | Buy |
51,861
+489
| +1% | +$133K | 3.88% | 3 |
|
|
2022
Q1 | $15.8M | Buy |
51,372
+1,023
| +2% | +$308K | 4.21% | 3 |
|
|
2021
Q4 | $16.9M | Buy |
50,349
+355
| +0.7% | +$115K | 4.39% | 3 |
|
|
2021
Q3 | $14.1M | Buy |
49,994
+712
| +1% | +$207K | 3.98% | 3 |
|
|
2021
Q2 | $13.4M | Buy |
49,282
+811
| +2% | +$206K | 4.52% | 4 |
|
|
2021
Q1 | $11.4M | Buy |
48,471
+316
| +0.7% | +$73.3K | 4.26% | 4 |
|
|
2020
Q4 | $10.7M | Buy |
48,155
+543
| +1% | +$117K | 4.19% | 4 |
|
|
2020
Q3 | $10M | Sell |
47,612
-2,353
| -5% | -$494K | 4.54% | 5 |
|
|
2020
Q2 | $10.2M | Sell |
49,965
-11,336
| -18% | -$2.06M | 4.74% | 4 |
|
|
2020
Q1 | $9.67M | Sell |
61,301
-3,225
| -5% | -$530K | 5.41% | 4 |
|
|
2019
Q4 | $10.2M | Sell |
64,526
-328
| -0.5% | -$48.2K | 4.75% | 3 |
|
|
2019
Q3 | $9.02M | Sell |
64,854
-2,369
| -4% | -$326K | 4.81% | 4 |
|
|
2019
Q2 | $9.01M | Buy |
67,223
+1,398
| +2% | +$177K | 4.81% | 3 |
|
|
2019
Q1 | $7.76M | Sell |
65,825
-1,963
| -3% | -$214K | 4.32% | 4 |
|
|
2018
Q4 | $6.88M | Sell |
67,788
-1,528
| -2% | -$164K | 4.34% | 3 |
|
|
2018
Q3 | $7.93M | Buy |
69,316
+162
| +0.2% | +$17.6K | 4.54% | 3 |
|
|
2018
Q2 | $6.82M | Buy |
69,154
+2,237
| +3% | +$217K | 4.13% | 3 |
|
|
2018
Q1 | $6.11M | Buy |
66,917
+1,936
| +3% | +$177K | 3.81% | 3 |
|
|
2017
Q4 | $5.56M | Buy |
64,981
+29
| +0% | +$2.38K | 3.37% | 4 |
|
|
2017
Q3 | $4.84M | Sell |
64,952
-90
| -0.1% | -$6.57K | 3.22% | 3 |
|
|
2017
Q2 | $4.48M | Sell |
65,042
-1,226
| -2% | -$84.2K | 3.19% | 3 |
|
|
2017
Q1 | $4.36M | Sell |
66,268
-1,812
| -3% | -$116K | 3.22% | 4 |
|
|
2016
Q4 | $4.23M | Sell |
68,080
-1,568
| -2% | -$94.3K | 3.4% | 4 |
|
|
2016
Q3 | $4.08M | Sell |
69,648
-303
| -0.4% | -$17.1K | 3.26% | 4 |
|
|
2016
Q2 | $3.58M | Sell |
69,951
-1,890
| -3% | -$98.2K | 2.96% | 6 |
|
|
2016
Q1 | $3.97M | Buy |
71,841
+1,385
| +2% | +$72.6K | 3.29% | 4 |
|
|
2015
Q4 | $3.91M | Buy |
70,456
+2,876
| +4% | +$151K | 3.35% | 4 |
|
|
2015
Q3 | $2.99M | Buy |
67,580
+2,891
| +4% | +$130K | 2.83% | 6 |
|
|
2015
Q2 | $2.86M | Sell |
64,689
-775
| -1% | -$35.4K | 2.41% | 7 |
|
|
2015
Q1 | $2.66M | Sell |
65,464
-2,830
| -4% | -$123K | 2.33% | 8 |
|
|
2014
Q4 | $3.17M | Sell |
68,294
-3,312
| -5% | -$155K | 2.73% | 7 |
|
|
2014
Q3 | $3.32M | Sell |
71,606
-927
| -1% | -$41.4K | 2.81% | 7 |
|
|
2014
Q2 | $3.02M | Sell |
72,533
-1,886
| -3% | -$76.3K | 2.48% | 7 |
|
|
2014
Q1 | $3.05M | Sell |
74,419
-197
| -0.3% | -$7.39K | 2.59% | 7 |
|
|
2013
Q4 | $2.79M | Buy |
+74,616
| New | +$2.71M | 2.41% | 8 |
|
Other funds holding MSFT
VCM
VPM
