BIM
Barton Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Hold |
25,775
| – | – | 1.33% | 12 |
|
|
2025
Q1 | $9.68M | Sell |
25,775
-420
| -2% | -$158K | 1.19% | 13 |
|
|
2024
Q4 | $11M | Hold |
26,195
| – | – | 1.17% | 14 |
|
|
2024
Q3 | $11.3M | Hold |
26,195
| – | – | 1.41% | 13 |
|
|
2024
Q2 | $11.7M | Hold |
26,195
| – | – | 1.56% | 12 |
|
|
2024
Q1 | $11M | Sell |
26,195
-440
| -2% | -$185K | 1.34% | 13 |
|
|
2023
Q4 | $10M | Hold |
26,635
| – | – | 1.31% | 14 |
|
|
2023
Q3 | $8.41M | Hold |
26,635
| – | – | 1.36% | 14 |
|
|
2023
Q2 | $9.07M | Hold |
26,635
| – | – | 1.36% | 14 |
|
|
2023
Q1 | $7.68M | Hold |
26,635
| – | – | 1.35% | 13 |
|
|
2022
Q4 | $6.39M | Hold |
26,635
| – | – | 1.26% | 14 |
|
|
2022
Q3 | $6.2M | Hold |
26,635
| – | – | 1.26% | 15 |
|
|
2022
Q2 | $6.84M | Hold |
26,635
| – | – | 1.38% | 15 |
|
|
2022
Q1 | $8.21M | Sell |
26,635
-45
| -0.2% | -$13.9K | 1.04% | 15 |
|
|
2021
Q4 | $8.97M | Hold |
26,680
| – | – | 0.78% | 15 |
|
|
2021
Q3 | $7.52M | Hold |
26,680
| – | – | 0.63% | 14 |
|
|
2021
Q2 | $7.23M | Hold |
26,680
| – | – | 0.59% | 15 |
|
|
2021
Q1 | $6.29M | Hold |
26,680
| – | – | 0.59% | 15 |
|
|
2020
Q4 | $5.93M | Sell |
26,680
-300
| -1% | -$66.7K | 0.51% | 14 |
|
|
2020
Q3 | $5.67M | Sell |
26,980
-1,062
| -4% | -$223K | 0.55% | 14 |
|
|
2020
Q2 | $5.71M | Buy |
28,042
+56
| +0.2% | +$11.4K | 0.58% | 14 |
|
|
2020
Q1 | $4.41M | Sell |
27,986
-106
| -0.4% | -$16.7K | 0.68% | 14 |
|
|
2019
Q4 | $4.43M | Hold |
28,092
| – | – | 0.69% | 12 |
|
|
2019
Q3 | $3.91M | Sell |
28,092
-35
| -0.1% | -$4.87K | 0.65% | 14 |
|
|
2019
Q2 | $3.77M | Hold |
28,127
| – | – | 0.56% | 15 |
|
|
2019
Q1 | $3.32M | Buy |
28,127
+90
| +0.3% | +$10.6K | 0.55% | 15 |
|
|
2018
Q4 | $2.85M | Buy |
28,037
+91
| +0.3% | +$9.24K | 0.57% | 16 |
|
|
2018
Q3 | $3.2M | Hold |
27,946
| – | – | 0.49% | 16 |
|
|
2018
Q2 | $2.76M | Hold |
27,946
| – | – | 0.45% | 16 |
|
|
2018
Q1 | $2.55M | Hold |
27,946
| – | – | 0.47% | 18 |
|
|
2017
Q4 | $2.39M | Hold |
27,946
| – | – | 0.52% | 19 |
|
|
2017
Q3 | $2.08M | Hold |
27,946
| – | – | 0.49% | 19 |
|
|
2017
Q2 | $1.93M | Hold |
27,946
| – | – | 0.51% | 19 |
|
|
2017
Q1 | $1.84M | Sell |
27,946
-425
| -1% | -$28K | 0.54% | 20 |
|
|
2016
Q4 | $1.76M | Hold |
28,371
| – | – | 0.59% | 20 |
|
|
2016
Q3 | $16K | Hold |
28,371
| – | – | 0.01% | 43 |
|
|
2016
Q2 | $1.45M | Hold |
28,371
| – | – | 0.53% | 18 |
|
|
2016
Q1 | $1.57M | Hold |
28,371
| – | – | 0.43% | 24 |
|
|
2015
Q4 | $1.57M | Sell |
28,371
-50
| -0.2% | -$2.77K | 0.52% | 19 |
|
|
2015
Q3 | $1.26M | Buy |
28,421
+510
| +2% | +$22.6K | 0.46% | 19 |
|
|
2015
Q2 | $1.23M | Hold |
27,911
| – | – | 0.44% | 20 |
|
|
2015
Q1 | $1.14M | Hold |
27,911
| – | – | 0.42% | 21 |
|
|
2014
Q4 | $1.3M | Sell |
27,911
-825
| -3% | -$38.3K | 0.5% | 19 |
|
|
2014
Q3 | $1.33M | Hold |
28,736
| – | – | 0.51% | 21 |
|
|
2014
Q2 | $1.2M | Hold |
28,736
| – | – | 0.47% | 24 |
|
|
2014
Q1 | $1.18M | Hold |
28,736
| – | – | 0.48% | 23 |
|
|
2013
Q4 | $1.08M | Buy |
28,736
+2,136
| +8% | +$79.9K | 0.43% | 22 |
|
|
2013
Q3 | $885K | Sell |
26,600
-6,200
| -19% | -$206K | 0.4% | 22 |
|
|
2013
Q2 | $1.13M | Buy |
+32,800
| New | +$1.13M | 0.59% | 19 |
|