BRM
Boston Research & Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
41,401
-560
| -1% | -$279K | 4.92% | 1 |
|
|
2025
Q1 | $15.8M | Buy |
41,961
+89
| +0.2% | +$33.4K | 3.91% | 2 |
|
|
2024
Q4 | $17.6M | Sell |
41,872
-216
| -0.5% | -$91K | 4.33% | 2 |
|
|
2024
Q3 | $18.1M | Sell |
42,088
-564
| -1% | -$243K | 4.25% | 2 |
|
|
2024
Q2 | $19.1M | Sell |
42,652
-844
| -2% | -$377K | 4.82% | 1 |
|
|
2024
Q1 | $18.3M | Sell |
43,496
-1,545
| -3% | -$650K | 4.52% | 1 |
|
|
2023
Q4 | $16.9M | Sell |
45,041
-1,388
| -3% | -$522K | 4.5% | 1 |
|
|
2023
Q3 | $14.7M | Sell |
46,429
-1,501
| -3% | -$474K | 4.33% | 1 |
|
|
2023
Q2 | $16.3M | Sell |
47,930
-1,800
| -4% | -$613K | 4.62% | 1 |
|
|
2023
Q1 | $14.3M | Sell |
49,730
-501
| -1% | -$144K | 4.28% | 1 |
|
|
2022
Q4 | $12M | Sell |
50,231
-70
| -0.1% | -$16.8K | 3.73% | 2 |
|
|
2022
Q3 | $11.7M | Buy |
50,301
+206
| +0.4% | +$48K | 3.99% | 1 |
|
|
2022
Q2 | $12.9M | Buy |
50,095
+49
| +0.1% | +$12.6K | 4.17% | 1 |
|
|
2022
Q1 | $15.4M | Sell |
50,046
-3,299
| -6% | -$1.02M | 4.48% | 1 |
|
|
2021
Q4 | $17.9M | Sell |
53,345
-3,023
| -5% | -$1.02M | 4.9% | 1 |
|
|
2021
Q3 | $15.9M | Sell |
56,368
-326
| -0.6% | -$91.9K | 4.73% | 1 |
|
|
2021
Q2 | $15.4M | Sell |
56,694
-683
| -1% | -$185K | 4.66% | 1 |
|
|
2021
Q1 | $13.5M | Sell |
57,377
-904
| -2% | -$213K | 4.35% | 1 |
|
|
2020
Q4 | $13M | Sell |
58,281
-1,318
| -2% | -$293K | 4.51% | 1 |
|
|
2020
Q3 | $12.5M | Sell |
59,599
-1,832
| -3% | -$385K | 4.9% | 1 |
|
|
2020
Q2 | $12.5M | Sell |
61,431
-2,452
| -4% | -$499K | 5.19% | 1 |
|
|
2020
Q1 | $10.1M | Sell |
63,883
-2,764
| -4% | -$436K | 5.06% | 1 |
|
|
2019
Q4 | $10.5M | Sell |
66,647
-2,271
| -3% | -$358K | 3.94% | 1 |
|
|
2019
Q3 | $9.58M | Sell |
68,918
-205
| -0.3% | -$28.5K | 3.79% | 1 |
|
|
2019
Q2 | $9.26M | Sell |
69,123
-3,940
| -5% | -$528K | 3.75% | 1 |
|
|
2019
Q1 | $8.62M | Sell |
73,063
-400
| -0.5% | -$47.2K | 3.59% | 1 |
|
|
2018
Q4 | $7.46M | Buy |
73,463
+2,750
| +4% | +$279K | 3.55% | 1 |
|
|
2018
Q3 | $8.09M | Sell |
70,713
-86
| -0.1% | -$9.84K | 3.7% | 1 |
|
|
2018
Q2 | $6.98M | Sell |
70,799
-960
| -1% | -$94.7K | 3.44% | 1 |
|
|
2018
Q1 | $6.55M | Sell |
71,759
-725
| -1% | -$66.2K | 3.34% | 1 |
|
|
2017
Q4 | $6.2M | Sell |
72,484
-5,429
| -7% | -$464K | 3.11% | 1 |
|
|
2017
Q3 | $5.8M | Sell |
77,913
-1,429
| -2% | -$106K | 2.97% | 1 |
|
|
2017
Q2 | $5.47M | Sell |
79,342
-1,210
| -2% | -$83.4K | 2.96% | 1 |
|
|
2017
Q1 | $5.31M | Sell |
80,552
-2,760
| -3% | -$182K | 2.89% | 1 |
|
|
2016
Q4 | $5.18M | Sell |
83,312
-2,987
| -3% | -$186K | 2.95% | 1 |
|
|
2016
Q3 | $4.97M | Buy |
86,299
+830
| +1% | +$47.8K | 2.87% | 1 |
|
|
2016
Q2 | $4.37M | Buy |
85,469
+70
| +0.1% | +$3.58K | 2.65% | 1 |
|
|
2016
Q1 | $4.72M | Sell |
85,399
-2,882
| -3% | -$159K | 2.94% | 1 |
|
|
2015
Q4 | $4.9M | Sell |
88,281
-300
| -0.3% | -$16.6K | 3.04% | 2 |
|
|
2015
Q3 | $3.92M | Sell |
88,581
-60
| -0.1% | -$2.66K | 2.58% | 1 |
|
|
2015
Q2 | $3.91M | Sell |
88,641
-80
| -0.1% | -$3.53K | 2.48% | 2 |
|
|
2015
Q1 | $3.61M | Buy |
88,721
+7,540
| +9% | +$306K | 2.29% | 4 |
|
|
2014
Q4 | $3.77M | Sell |
81,181
-310
| -0.4% | -$14.4K | 2.36% | 4 |
|
|
2014
Q3 | $3.78M | Sell |
81,491
-3,340
| -4% | -$155K | 2.54% | 1 |
|
|
2014
Q2 | $3.54M | Sell |
84,831
-3,487
| -4% | -$145K | 2.44% | 3 |
|
|
2014
Q1 | $3.62M | Sell |
88,318
-40
| -0% | -$1.64K | 2.66% | 1 |
|
|
2013
Q4 | $3.31M | Buy |
88,358
+154
| +0.2% | +$5.76K | 2.54% | 3 |
|
|
2013
Q3 | $2.94M | Buy |
88,204
+1,840
| +2% | +$61.2K | 2.48% | 3 |
|
|
2013
Q2 | $2.98M | Buy |
+86,364
| New | +$2.98M | 2.65% | 3 |
|