Apella Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7M | Buy |
79,821
+1,068
| +1% | +$532K | 1.08% | 22 |
|
|
2025
Q1 | $30.8M | Buy |
78,753
+6,363
| +9% | +$2.48M | 1.06% | 22 |
|
|
2024
Q4 | $30.5M | Sell |
72,390
-579
| -0.8% | -$244K | 1.17% | 19 |
|
|
2024
Q3 | $30.4M | Buy |
72,969
+2,483
| +4% | +$1.04M | 1.25% | 20 |
|
|
2024
Q2 | $32.4M | Buy |
70,486
+20,602
| +41% | +$9.47M | 1.45% | 18 |
|
|
2024
Q1 | $21.3M | Sell |
49,884
-10,592
| -18% | -$4.52M | 1.07% | 25 |
|
|
2023
Q4 | $22.3M | Sell |
60,476
-1,002
| -2% | -$369K | 1.24% | 21 |
|
|
2023
Q3 | $19.4M | Buy |
61,478
+2,375
| +4% | +$750K | 1.37% | 22 |
|
|
2023
Q2 | $20.1M | Buy |
+59,103
| New | +$20.1M | 1.43% | 21 |
|
|
2022
Q4 | $12.4M | Buy |
51,883
+3,318
| +7% | +$796K | 1.13% | 24 |
|
|
2022
Q3 | $11.3M | Buy |
48,565
+771
| +2% | +$180K | 1.32% | 22 |
|
|
2022
Q2 | $12.3M | Buy |
47,794
+6,751
| +16% | +$1.73M | 1.47% | 20 |
|
|
2022
Q1 | $12.7M | Buy |
41,043
+5,397
| +15% | +$1.66M | 1.78% | 16 |
|
|
2021
Q4 | $12M | Buy |
35,646
+2,014
| +6% | +$677K | 1.53% | 20 |
|
|
2021
Q3 | $9.48M | Buy |
33,632
+222
| +0.7% | +$62.6K | 1.36% | 22 |
|
|
2021
Q2 | $9.05M | Buy |
33,410
+22,622
| +210% | +$6.13M | 1.49% | 16 |
|
|
2021
Q1 | $2.54M | Buy |
10,788
+105
| +1% | +$24.8K | 0.8% | 33 |
|
|
2020
Q4 | $2.38M | Sell |
10,683
-107
| -1% | -$23.8K | 0.83% | 30 |
|
|
2020
Q3 | $2.27M | Sell |
10,790
-265
| -2% | -$55.7K | 0.91% | 28 |
|
|
2020
Q2 | $2.25M | Buy |
11,055
+491
| +5% | +$99.9K | 1.05% | 26 |
|
|
2020
Q1 | $1.67M | Buy |
+10,564
| New | +$1.67M | 0.97% | 27 |
|