Annis Gardner Whiting Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
22,418
+1,817
| +9% | +$904K | 3.86% | 3 |
|
|
2025
Q1 | $7.73M | Sell |
20,601
-715
| -3% | -$268K | 3.27% | 3 |
|
|
2024
Q4 | $8.98M | Sell |
21,316
-3,608
| -14% | -$1.52M | 2.52% | 6 |
|
|
2024
Q3 | $10.7M | Buy |
24,924
+1,284
| +5% | +$553K | 3.02% | 5 |
|
|
2024
Q2 | $10.6M | Buy |
23,640
+4,513
| +24% | +$2.02M | 3% | 4 |
|
|
2024
Q1 | $8.05M | Buy |
19,127
+3,807
| +25% | +$1.6M | 2.88% | 5 |
|
|
2023
Q4 | $5.76M | Buy |
15,320
+171
| +1% | +$64.3K | 2.55% | 7 |
|
|
2023
Q3 | $4.78M | Buy |
+15,149
| New | +$4.78M | 2.55% | 7 |
|