Blankinship & Foster’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
2,880
+130
| +5% | +$64.7K | 0.34% | 27 |
|
2025
Q1 | $1.03M | Hold |
2,750
| – | – | 0.26% | 32 |
|
2024
Q4 | $1.16M | Hold |
2,750
| – | – | 0.29% | 29 |
|
2024
Q3 | $1.18M | Buy |
2,750
+1,000
| +57% | +$430K | 0.29% | 29 |
|
2024
Q2 | $782K | Buy |
1,750
+1
| +0.1% | +$447 | 0.2% | 33 |
|
2024
Q1 | $736K | Sell |
1,749
-183
| -9% | -$77K | 0.19% | 35 |
|
2023
Q4 | $727K | Buy |
1,932
+200
| +12% | +$75.2K | 0.21% | 35 |
|
2023
Q3 | $547K | Hold |
1,732
| – | – | 0.18% | 34 |
|
2023
Q2 | $590K | Hold |
1,732
| – | – | 0.19% | 34 |
|
2023
Q1 | $499K | Hold |
1,732
| – | – | 0.22% | 36 |
|
2022
Q4 | $415K | Sell |
1,732
-20
| -1% | -$4.8K | 0.18% | 41 |
|
2022
Q3 | $408K | Sell |
1,752
-100
| -5% | -$23.3K | 0.2% | 38 |
|
2022
Q2 | $476K | Hold |
1,852
| – | – | 0.22% | 34 |
|
2022
Q1 | $571K | Buy |
1,852
+21
| +1% | +$6.48K | 0.23% | 34 |
|
2021
Q4 | $616K | Hold |
1,831
| – | – | 0.23% | 31 |
|
2021
Q3 | $516K | Hold |
1,831
| – | – | 0.21% | 32 |
|
2021
Q2 | $496K | Hold |
1,831
| – | – | 0.2% | 35 |
|
2021
Q1 | $432K | Buy |
1,831
+50
| +3% | +$11.8K | 0.18% | 37 |
|
2020
Q4 | $396K | Hold |
1,781
| – | – | 0.17% | 36 |
|
2020
Q3 | $375K | Buy |
1,781
+431
| +32% | +$90.8K | 0.18% | 35 |
|
2020
Q2 | $275K | Hold |
1,350
| – | – | 0.14% | 39 |
|
2020
Q1 | $213K | Hold |
1,350
| – | – | 0.14% | 40 |
|
2019
Q4 | $213K | Buy |
+1,350
| New | +$213K | 0.12% | 44 |
|