Baron Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Hold |
1,825
| – | – | 0.53% | 33 |
|
|
2025
Q1 | $685K | Sell |
1,825
-26
| -1% | -$9.76K | 0.43% | 34 |
|
|
2024
Q4 | $780K | Buy |
1,851
+1
| +0.1% | +$422 | 0.48% | 33 |
|
|
2024
Q3 | $796K | Buy |
1,850
+112
| +6% | +$48.2K | 0.49% | 33 |
|
|
2024
Q2 | $777K | Sell |
1,738
-524
| -23% | -$234K | 0.49% | 33 |
|
|
2024
Q1 | $952K | Sell |
2,262
-45
| -2% | -$18.9K | 0.59% | 33 |
|
|
2023
Q4 | $867K | Buy |
2,307
+1
| +0% | +$376 | 0.55% | 33 |
|
|
2023
Q3 | $728K | Buy |
2,306
+1
| +0% | +$316 | 0.47% | 36 |
|
|
2023
Q2 | $785K | Sell |
2,305
-40
| -2% | -$13.6K | 0.48% | 35 |
|
|
2023
Q1 | $676K | Buy |
2,345
+3
| +0.1% | +$865 | 0.43% | 36 |
|
|
2022
Q4 | $562K | Buy |
2,342
+45
| +2% | +$10.8K | 0.37% | 37 |
|
|
2022
Q3 | $535K | Buy |
2,297
+110
| +5% | +$25.6K | 0.36% | 39 |
|
|
2022
Q2 | $562K | Buy |
2,187
+1
| +0% | +$257 | 0.37% | 32 |
|
|
2022
Q1 | $674K | Sell |
2,186
-19
| -0.9% | -$5.86K | 0.39% | 31 |
|
|
2021
Q4 | $742K | Hold |
2,205
| – | – | 0.42% | 32 |
|
|
2021
Q3 | $622K | Sell |
2,205
-49
| -2% | -$13.8K | 0.38% | 33 |
|
|
2021
Q2 | $611K | Sell |
2,254
-224
| -9% | -$60.7K | 0.38% | 33 |
|
|
2021
Q1 | $584K | Buy |
2,478
+296
| +14% | +$69.8K | 0.4% | 33 |
|
|
2020
Q4 | $485K | Buy |
2,182
+1
| +0% | +$222 | 0.39% | 34 |
|
|
2020
Q3 | $459K | Buy |
+2,181
| New | +$459K | 0.43% | 30 |
|