BOK Financial Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Sell |
14,629
-724
| -5% | -$360K | 0.49% | 23 |
|
|
2025
Q1 | $5.76M | Sell |
15,353
-2,422
| -14% | -$909K | 0.43% | 23 |
|
|
2024
Q4 | $7.49M | Sell |
17,775
-3,144
| -15% | -$1.33M | 0.54% | 20 |
|
|
2024
Q3 | $9M | Buy |
20,919
+118
| +0.6% | +$50.8K | 0.65% | 18 |
|
|
2024
Q2 | $9.3M | Sell |
20,801
-258
| -1% | -$115K | 0.68% | 19 |
|
|
2024
Q1 | $8.86M | Sell |
21,059
-743
| -3% | -$313K | 0.66% | 21 |
|
|
2023
Q4 | $8.2M | Sell |
21,802
-1,666
| -7% | -$626K | 0.67% | 22 |
|
|
2023
Q3 | $7.41M | Sell |
23,468
-1,652
| -7% | -$522K | 0.65% | 22 |
|
|
2023
Q2 | $8.55M | Sell |
25,120
-9,184
| -27% | -$3.13M | 0.7% | 21 |
|
|
2023
Q1 | $9.89M | Sell |
34,304
-593
| -2% | -$171K | 0.79% | 18 |
|
|
2022
Q4 | $8.37M | Sell |
34,897
-3,966
| -10% | -$951K | 0.7% | 20 |
|
|
2022
Q3 | $9.05M | Sell |
38,863
-624
| -2% | -$145K | 0.81% | 20 |
|
|
2022
Q2 | $10.1M | Sell |
39,487
-33,798
| -46% | -$8.68M | 0.9% | 20 |
|
|
2022
Q1 | $22.6M | Buy |
73,285
+3,557
| +5% | +$1.1M | 1.61% | 18 |
|
|
2021
Q4 | $23.5M | Buy |
69,728
+9,783
| +16% | +$3.29M | 1.62% | 17 |
|
|
2021
Q3 | $16.9M | Buy |
59,945
+5,250
| +10% | +$1.48M | 1.35% | 17 |
|
|
2021
Q2 | $14.8M | Buy |
54,695
+6,966
| +15% | +$1.89M | 1.21% | 17 |
|
|
2021
Q1 | $11.3M | Sell |
47,729
-5,142
| -10% | -$1.21M | 1.02% | 19 |
|
|
2020
Q4 | $11.8M | Buy |
52,871
+1,232
| +2% | +$274K | 1.12% | 19 |
|
|
2020
Q3 | $10.9M | Sell |
51,639
-2,672
| -5% | -$562K | 1.13% | 21 |
|
|
2020
Q2 | $11.1M | Sell |
54,311
-14,281
| -21% | -$2.91M | 1.16% | 23 |
|
|
2020
Q1 | $10.8M | Sell |
68,592
-14,691
| -18% | -$2.32M | 1.31% | 20 |
|
|
2019
Q4 | $13.1M | Buy |
83,283
+67,256
| +420% | +$10.6M | 1.11% | 22 |
|
|
2019
Q3 | $2.23M | Buy |
16,027
+1,733
| +12% | +$241K | 0.31% | 30 |
|
|
2019
Q2 | $1.92M | Buy |
14,294
+1,823
| +15% | +$244K | 0.28% | 35 |
|
|
2019
Q1 | $1.47M | Sell |
12,471
-1,115
| -8% | -$132K | 0.2% | 39 |
|
|
2018
Q4 | $1.38M | Buy |
13,586
+5,713
| +73% | +$580K | 0.19% | 41 |
|
|
2018
Q3 | $900K | Hold |
7,873
| – | – | 0.14% | 46 |
|
|
2018
Q2 | $776K | Sell |
7,873
-14,349
| -65% | -$1.41M | 0.13% | 44 |
|
|
2018
Q1 | $2.03M | Sell |
22,222
-1,394
| -6% | -$127K | 0.33% | 23 |
|
|
2017
Q4 | $2.02M | Sell |
23,616
-613
| -3% | -$52.4K | 0.32% | 23 |
|
|
2017
Q3 | $1.81M | Sell |
24,229
-373
| -2% | -$27.8K | 0.3% | 26 |
|
|
2017
Q2 | $1.7M | Sell |
24,602
-865
| -3% | -$59.6K | 0.24% | 32 |
|
|
2017
Q1 | $1.68M | Buy |
25,467
+452
| +2% | +$29.8K | 0.24% | 34 |
|
|
2016
Q4 | $1.55M | Sell |
25,015
-1,897
| -7% | -$118K | 0.24% | 33 |
|
|
2016
Q3 | $1.55M | Sell |
26,912
-449
| -2% | -$25.9K | 0.23% | 32 |
|
|
2016
Q2 | $1.4M | Buy |
27,361
+10,918
| +66% | +$559K | 0.22% | 35 |
|
|
2016
Q1 | $908K | Hold |
16,443
| – | – | 0.15% | 30 |
|
|
2015
Q4 | $912K | Hold |
16,443
| – | – | 0.16% | 28 |
|
|
2015
Q3 | $728K | Hold |
16,443
| – | – | 0.13% | 31 |
|
|
2015
Q2 | $726K | Sell |
16,443
-4,549
| -22% | -$201K | 0.12% | 32 |
|
|
2015
Q1 | $853K | Sell |
20,992
-2,428
| -10% | -$98.7K | 0.14% | 31 |
|
|
2014
Q4 | $1.09M | Hold |
23,420
| – | – | 0.18% | 30 |
|
|
2014
Q3 | $1.09M | Hold |
23,420
| – | – | 0.18% | 28 |
|
|
2014
Q2 | $977K | Sell |
23,420
-450
| -2% | -$18.8K | 0.16% | 30 |
|
|
2014
Q1 | $978K | Hold |
23,870
| – | – | 0.17% | 30 |
|
|
2013
Q4 | $893K | Hold |
23,870
| – | – | 0.16% | 28 |
|
|
2013
Q3 | $794K | Buy |
+23,870
| New | +$794K | 0.16% | 31 |
|