Atwood & Palmer’s Microsoft MSFT Stock Holding History

Atwood & Palmer’s Portfolio MSFT Stock Details MSFT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.55M	Buy	5,125 +161	+3%	+$80.1K	0.16%	61
2025 Q1	$1.86M	Buy	4,964 +363	+8%	+$136K	0.13%	71
2024 Q4	$1.94M	Buy	4,601 +48	+1%	+$20.2K	0.13%	64
2024 Q3	$1.96M	Sell	4,553 -21	-0.5%	-$9.04K	0.13%	66
2024 Q2	$2.04M	Sell	4,574 -452	-9%	-$202K	0.15%	63
2024 Q1	$2.11M	Buy	5,026 +138	+3%	+$58.1K	0.16%	62
2023 Q4	$1.84M	Sell	4,888 -250	-5%	-$94K	0.15%	62
2023 Q3	$1.62M	Buy	5,138 +50	+1%	+$15.8K	0.14%	64
2023 Q2	$1.73M	Buy	5,088 +1,415	+39%	+$482K	0.16%	71
2023 Q1	$1.06M	Sell	3,673 -1,952	-35%	-$563K	0.1%	78
2022 Q4	$1.35M	Hold	5,625	–	–	0.12%	79
2022 Q3	$1.31M	Hold	5,625	–	–	0.13%	83
2022 Q2	$1.45M	Sell	5,625 -1,009	-15%	-$259K	0.14%	73
2022 Q1	$2.05M	Sell	6,634 -467	-7%	-$144K	0.18%	68
2021 Q4	$2.39M	Buy	7,101 +265	+4%	+$89.1K	0.2%	62
2021 Q3	$1.93M	Sell	6,836 -516	-7%	-$145K	0.17%	65
2021 Q2	$1.99M	Sell	7,352 -148	-2%	-$40.1K	0.18%	67
2021 Q1	$1.77M	Buy	7,500 +11	+0.1%	+$2.59K	0.17%	66
2020 Q4	$1.67M	Buy	7,489 +500	+7%	+$111K	0.18%	67
2020 Q3	$1.47M	Sell	6,989 -445	-6%	-$93.6K	0.19%	62
2020 Q2	$1.51M	Sell	7,434 -67	-0.9%	-$13.6K	0.2%	60
2020 Q1	$1.18M	Buy	7,501 +900	+14%	+$142K	0.19%	64
2019 Q4	$1.04M	Hold	6,601	–	–	0.13%	65
2019 Q3	$918K	Sell	6,601 -380	-5%	-$52.8K	0.12%	70
2019 Q2	$935K	Sell	6,981 -1,714	-20%	-$230K	0.13%	71
2019 Q1	$1.03M	Sell	8,695 -200	-2%	-$23.6K	0.15%	65
2018 Q4	$903K	Buy	8,895 +1,251	+16%	+$127K	0.14%	69
2018 Q3	$874K	Buy	7,644 +55	+0.7%	+$6.29K	0.11%	71
2018 Q2	$748K	Buy	7,589 +1,262	+20%	+$124K	0.1%	72
2018 Q1	$577K	Hold	6,327	–	–	0.08%	78
2017 Q4	$541K	Sell	6,327 -754	-11%	-$64.5K	0.08%	79
2017 Q3	$527K	Hold	7,081	–	–	0.08%	82
2017 Q2	$488K	Buy	7,081 +1,300	+22%	+$89.6K	0.08%	83
2017 Q1	$381K	Hold	5,781	–	–	0.06%	90
2016 Q4	$359K	Hold	5,781	–	–	0.06%	86
2016 Q3	$333K	Buy	5,781 +162	+3%	+$9.33K	0.06%	86
2016 Q2	$288K	Sell	5,619 -340	-6%	-$17.4K	0.05%	95
2016 Q1	$329K	Buy	5,959 +100	+2%	+$5.52K	0.06%	91
2015 Q4	$325K	Hold	5,859	–	–	0.06%	104
2015 Q3	$259K	Buy	5,859 +102	+2%	+$4.51K	0.05%	109
2015 Q2	$254K	Buy	5,757 +900	+19%	+$39.7K	0.05%	116
2015 Q1	$197K	Hold	4,857	–	–	0.04%	123
2014 Q4	$226K	Buy	4,857 +150	+3%	+$6.98K	0.04%	116
2014 Q3	$218K	Buy	4,707 +632	+16%	+$29.3K	0.04%	118
2014 Q2	$170K	Buy	+4,075	New	+$170K	0.05%	123
2014 Q1	–	Sell	-281,682	Closed	-$10.5M	–	116
2013 Q4	$10.5M	Sell	281,682 -89,858	-24%	-$3.36M	2.6%	14
2013 Q3	$12.4M	Sell	371,540 -3,300	-0.9%	-$110K	3.41%	6
2013 Q2	$12.9M	Buy	+374,840	New	+$12.9M	3.5%	6