Archon Partners’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$50.7M	Hold	102,000	–	–	5.85%	5
2025 Q1	$38.3M	Hold	102,000	–	–	4.64%	6
2024 Q4	$43M	Hold	102,000	–	–	5%	6
2024 Q3	$43.9M	Hold	102,000	–	–	5.08%	5
2024 Q2	$45.6M	Hold	102,000	–	–	5.85%	5
2024 Q1	$42.9M	Hold	102,000	–	–	5.25%	5
2023 Q4	$38.4M	Hold	102,000	–	–	5.29%	4
2023 Q3	$32.2M	Hold	102,000	–	–	5.04%	4
2023 Q2	$34.7M	Hold	102,000	–	–	5.2%	4
2023 Q1	$29.4M	Sell	102,000 -5,000	-5%	-$1.44M	4.91%	5
2022 Q4	$25.7M	Hold	107,000	–	–	4.63%	5
2022 Q3	$24.9M	Hold	107,000	–	–	4.73%	6
2022 Q2	$27.5M	Hold	107,000	–	–	4.82%	5
2022 Q1	$33M	Hold	107,000	–	–	4.37%	5
2021 Q4	$36M	Hold	107,000	–	–	4.4%	5
2021 Q3	$30.2M	Hold	107,000	–	–	3.79%	5
2021 Q2	$29M	Hold	107,000	–	–	3.63%	5
2021 Q1	$25.2M	Sell	107,000 -12,000	-10%	-$2.83M	3.53%	7
2020 Q4	$26.5M	Hold	119,000	–	–	3.55%	5
2020 Q3	$25M	Hold	119,000	–	–	3.94%	4
2020 Q2	$24.2M	Hold	119,000	–	–	4.4%	4
2020 Q1	$18.8M	Hold	119,000	–	–	4.06%	5
2019 Q4	$18.8M	Hold	119,000	–	–	3.2%	9
2019 Q3	$16.5M	Hold	119,000	–	–	3.21%	10
2019 Q2	$15.9M	Buy	119,000 +2,500	+2%	+$335K	3.16%	10
2019 Q1	$13.7M	Hold	116,500	–	–	2.9%	10
2018 Q4	$11.8M	Buy	116,500 +11,500	+11%	+$1.17M	2.95%	13
2018 Q3	$12M	Hold	105,000	–	–	2.45%	15
2018 Q2	$10.4M	Buy	105,000 +13,000	+14%	+$1.28M	2.24%	19
2018 Q1	$8.4M	Buy	+92,000	New	+$8.4M	1.83%	24