Black Diamond Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Buy |
10,641
+328
| +3% | +$137K | 0.43% | 41 |
|
|
2025
Q4 | $4.99M | Buy |
10,313
+2,601
| +34% | +$1.3M | 0.53% | 39 |
|
|
2025
Q3 | $3.99M | Buy |
7,712
+1,913
| +33% | +$976K | 0.45% | 44 |
|
|
2025
Q2 | $2.88M | Sell |
5,799
-829
| -13% | -$360K | 0.45% | 40 |
|
|
2025
Q1 | $2.49M | Sell |
6,628
-16
| -0.2% | -$6.52K | 0.37% | 46 |
|
|
2024
Q4 | $2.8M | Buy |
6,644
+223
| +3% | +$95K | 0.42% | 44 |
|
|
2024
Q3 | $2.76M | Buy |
6,421
+549
| +9% | +$235K | 0.47% | 40 |
|
|
2024
Q2 | $2.62M | Buy |
5,872
+1,609
| +38% | +$680K | 0.51% | 42 |
|
|
2024
Q1 | $1.6M | Hold |
4,263
| – | – | 0.43% | 39 |
|
|
2023
Q4 | $1.6M | Buy |
4,263
+124
| +3% | +$44.1K | 0.43% | 39 |
|
|
2023
Q3 | $1.31M | Buy |
4,139
+1
| +0% | +$330 | 0.4% | 40 |
|
|
2023
Q2 | $1.41M | Sell |
4,138
-103
| -2% | -$32.3K | 0.42% | 40 |
|
|
2023
Q1 | $1.22M | Buy |
4,241
+905
| +27% | +$231K | 0.4% | 40 |
|
|
2022
Q4 | $800K | Buy |
3,336
+1
| +0% | +$240 | 0.29% | 46 |
|
|
2022
Q3 | $777K | Sell |
3,335
-309
| -8% | -$81.6K | 0.31% | 45 |
|
|
2022
Q2 | $936K | Buy |
3,644
+263
| +8% | +$71.4K | 0.37% | 43 |
|
|
2022
Q1 | $1.04M | Buy |
3,381
+828
| +32% | +$249K | 0.33% | 46 |
|
|
2021
Q4 | $859K | Buy |
2,553
+249
| +11% | +$80.7K | 0.29% | 43 |
|
|
2021
Q3 | $650K | Sell |
2,304
-111
| -5% | -$32.3K | 0.31% | 42 |
|
|
2021
Q2 | $654K | Buy |
2,415
+11
| +0.5% | +$2.8K | 0.26% | 44 |
|
|
2021
Q1 | $567K | Sell |
2,404
-40
| -2% | -$9.28K | 0.24% | 46 |
|
|
2020
Q4 | $544K | Sell |
2,444
-142
| -5% | -$30.5K | 0.25% | 45 |
|
|
2020
Q3 | $544K | Buy |
2,586
+100
| +4% | +$21K | 0.31% | 41 |
|
|
2020
Q2 | $506K | Hold |
2,486
| – | – | 0.33% | 40 |
|
|
2020
Q1 | $392K | Buy |
2,486
+517
| +26% | +$85K | 0.3% | 44 |
|
|
2019
Q4 | $311K | Hold |
1,969
| – | – | 0.23% | 50 |
|
|
2019
Q3 | $274K | Hold |
1,969
| – | – | 0.2% | 56 |
|
|
2019
Q2 | $264K | Buy |
1,969
+113
| +6% | +$14.3K | 0.23% | 53 |
|
|
2019
Q1 | $219K | Buy |
+1,856
| New | +$202K | 0.2% | 52 |
|
Other funds holding MSFT
VCM
VPM
