Baron Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
10,098
+1,392
| +16% | +$692K | 1.78% | 9 |
|
|
2025
Q1 | $3.27M | Sell |
8,706
-108
| -1% | -$40.5K | 1.44% | 10 |
|
|
2024
Q4 | $3.71M | Buy |
8,814
+205
| +2% | +$86.4K | 1.75% | 7 |
|
|
2024
Q3 | $3.7M | Sell |
8,609
-263
| -3% | -$113K | 1.78% | 7 |
|
|
2024
Q2 | $3.97M | Buy |
8,872
+438
| +5% | +$196K | 2.06% | 7 |
|
|
2024
Q1 | $3.55M | Hold |
8,434
| – | – | 1.88% | 7 |
|
|
2023
Q4 | $3.17M | Buy |
8,434
+101
| +1% | +$38K | 1.74% | 8 |
|
|
2023
Q3 | $2.63M | Sell |
8,333
-308
| -4% | -$97.2K | 1.68% | 10 |
|
|
2023
Q2 | $2.94M | Sell |
8,641
-381
| -4% | -$130K | 1.87% | 8 |
|
|
2023
Q1 | $2.6M | Buy |
9,022
+160
| +2% | +$46.1K | 1.84% | 9 |
|
|
2022
Q4 | $2.13M | Buy |
+8,862
| New | +$2.13M | 1.63% | 12 |
|