Boston Family Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $69.7M | Buy |
140,080
+1,689
| +1% | +$840K | 4.63% | 1 |
|
2025
Q1 | $52M | Buy |
138,391
+3,083
| +2% | +$1.16M | 3.68% | 2 |
|
2024
Q4 | $57M | Buy |
135,308
+526
| +0.4% | +$222K | 3.92% | 2 |
|
2024
Q3 | $58M | Sell |
134,782
-647
| -0.5% | -$278K | 3.93% | 2 |
|
2024
Q2 | $60.5M | Buy |
135,429
+614
| +0.5% | +$274K | 4.36% | 2 |
|
2024
Q1 | $56.7M | Sell |
134,815
-4,246
| -3% | -$1.79M | 4.08% | 1 |
|
2023
Q4 | $52.3M | Sell |
139,061
-6,704
| -5% | -$2.52M | 3.93% | 2 |
|
2023
Q3 | $46M | Sell |
145,765
-1,813
| -1% | -$572K | 3.77% | 2 |
|
2023
Q2 | $50.3M | Sell |
147,578
-4,080
| -3% | -$1.39M | 3.85% | 2 |
|
2023
Q1 | $43.7M | Sell |
151,658
-4,082
| -3% | -$1.18M | 3.5% | 2 |
|
2022
Q4 | $37.4M | Buy |
155,740
+92
| +0.1% | +$22.1K | 3.1% | 2 |
|
2022
Q3 | $36.3M | Sell |
155,648
-923
| -0.6% | -$215K | 3.22% | 2 |
|
2022
Q2 | $40.2M | Buy |
156,571
+3,603
| +2% | +$925K | 3.36% | 2 |
|
2022
Q1 | $47.2M | Buy |
152,968
+4,565
| +3% | +$1.41M | 3.36% | 2 |
|
2021
Q4 | $49.9M | Sell |
148,403
-2,896
| -2% | -$974K | 3.25% | 2 |
|
2021
Q3 | $42.7M | Buy |
151,299
+2,531
| +2% | +$714K | 3.09% | 2 |
|
2021
Q2 | $40.3M | Sell |
148,768
-182
| -0.1% | -$49.3K | 2.88% | 3 |
|
2021
Q1 | $35.1M | Sell |
148,950
-1,656
| -1% | -$390K | 2.64% | 4 |
|
2020
Q4 | $33.5M | Buy |
150,606
+255
| +0.2% | +$56.7K | 2.58% | 4 |
|
2020
Q3 | $31.6M | Sell |
150,351
-1,425
| -0.9% | -$300K | 2.87% | 5 |
|
2020
Q2 | $30.9M | Sell |
151,776
-234
| -0.2% | -$47.6K | 3% | 4 |
|
2020
Q1 | $24M | Buy |
152,010
+1,767
| +1% | +$279K | 2.83% | 4 |
|
2019
Q4 | $23.7M | Buy |
150,243
+4,607
| +3% | +$727K | 2.25% | 7 |
|
2019
Q3 | $20.2M | Buy |
145,636
+1,747
| +1% | +$243K | 2.1% | 8 |
|
2019
Q2 | $19.3M | Buy |
143,889
+566
| +0.4% | +$75.8K | 2% | 8 |
|
2019
Q1 | $16.9M | Buy |
143,323
+19,581
| +16% | +$2.31M | 1.83% | 10 |
|
2018
Q4 | $12.6M | Buy |
123,742
+2,129
| +2% | +$216K | 1.56% | 14 |
|
2018
Q3 | $13.9M | Buy |
121,613
+7,730
| +7% | +$884K | 1.47% | 17 |
|
2018
Q2 | $11.2M | Buy |
113,883
+3,502
| +3% | +$345K | 1.27% | 20 |
|
2018
Q1 | $10.1M | Sell |
110,381
-2,793
| -2% | -$255K | 1.15% | 25 |
|
2017
Q4 | $9.68M | Buy |
113,174
+1,825
| +2% | +$156K | 1.06% | 27 |
|
2017
Q3 | $8.29M | Sell |
111,349
-1,443
| -1% | -$107K | 0.94% | 35 |
|
2017
Q2 | $7.78M | Sell |
112,792
-244
| -0.2% | -$16.8K | 0.92% | 33 |
|
2017
Q1 | $7.45M | Sell |
113,036
-275
| -0.2% | -$18.1K | 0.92% | 34 |
|
2016
Q4 | $7.04M | Sell |
113,311
-345
| -0.3% | -$21.4K | 0.91% | 33 |
|
2016
Q3 | $6.55M | Sell |
113,656
-3,130
| -3% | -$180K | 0.85% | 34 |
|
2016
Q2 | $5.98M | Sell |
116,786
-450
| -0.4% | -$23K | 0.77% | 38 |
|
2016
Q1 | $6.48M | Buy |
117,236
+13,497
| +13% | +$745K | 0.85% | 32 |
|
2015
Q4 | $5.76M | Sell |
103,739
-550
| -0.5% | -$30.5K | 0.79% | 35 |
|
2015
Q3 | $4.62M | Buy |
104,289
+392
| +0.4% | +$17.4K | 0.64% | 49 |
|
2015
Q2 | $4.59M | Sell |
103,897
-2,630
| -2% | -$116K | 0.58% | 55 |
|
2015
Q1 | $4.33M | Buy |
106,527
+205
| +0.2% | +$8.34K | 0.54% | 64 |
|
2014
Q4 | $4.94M | Sell |
106,322
-1,215
| -1% | -$56.4K | 0.62% | 51 |
|
2014
Q3 | $4.99M | Sell |
107,537
-315
| -0.3% | -$14.6K | 0.64% | 51 |
|
2014
Q2 | $4.5M | Buy |
107,852
+3,997
| +4% | +$167K | 0.57% | 55 |
|
2014
Q1 | $4.26M | Sell |
103,855
-855
| -0.8% | -$35K | 0.57% | 56 |
|
2013
Q4 | $3.92M | Sell |
104,710
-525
| -0.5% | -$19.6K | 0.52% | 65 |
|
2013
Q3 | $3.5M | Sell |
105,235
-3,800
| -3% | -$126K | 0.5% | 66 |
|
2013
Q2 | $3.77M | Buy |
+109,035
| New | +$3.77M | 0.57% | 55 |
|