Baron Silver Stevens Financial 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 | $6.52M | Buy |
13,111
+482
| +4% | +$240K | 1.04% | 23 |
|
|
2025
Q1 | $4.74M | Sell |
12,629
-529
| -4% | -$199K | 0.83% | 25 |
|
|
2024
Q4 | $5.55M | Buy |
13,158
+157
| +1% | +$66.2K | 0.94% | 23 |
|
|
2024
Q3 | $5.59M | Sell |
13,001
-339
| -3% | -$146K | 0.98% | 23 |
|
|
2024
Q2 | $5.96M | Sell |
13,340
-758
| -5% | -$339K | 1.13% | 22 |
|
|
2024
Q1 | $5.93M | Buy |
14,098
+1,551
| +12% | +$653K | 1.15% | 22 |
|
|
2023
Q4 | $4.72M | Sell |
12,547
-691
| -5% | -$260K | 0.99% | 23 |
|
|
2023
Q3 | $4.18M | Buy |
13,238
+603
| +5% | +$190K | 0.95% | 23 |
|
|
2023
Q2 | $4.3M | Sell |
12,635
-406
| -3% | -$138K | 0.94% | 23 |
|
|
2023
Q1 | $3.76M | Buy |
13,041
+398
| +3% | +$115K | 0.98% | 23 |
|
|
2022
Q4 | $3.03M | Buy |
12,643
+9
| +0.1% | +$2.16K | 0.75% | 24 |
|
|
2022
Q3 | $0 | Sell |
12,634
-2,875
| -19% | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $3.98M | Buy |
15,509
+3,353
| +28% | +$861K | 1.03% | 23 |
|
|
2022
Q1 | $3.75M | Buy |
12,156
+940
| +8% | +$290K | 0.88% | 24 |
|
|
2021
Q4 | $3.77M | Buy |
11,216
+402
| +4% | +$135K | 0.89% | 22 |
|
|
2021
Q3 | $3.05M | Sell |
10,814
-2,048
| -16% | -$577K | 0.81% | 22 |
|
|
2021
Q2 | $3.48M | Buy |
12,862
+3,095
| +32% | +$838K | 0.95% | 22 |
|
|
2021
Q1 | $2.3M | Buy |
9,767
+89
| +0.9% | +$21K | 1.25% | 12 |
|
|
2020
Q4 | $2.15M | Buy |
+9,678
| New | +$2.15M | 0.74% | 18 |
|