Brio Consultants’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
3,944
+509
| +15% | +$253K | 0.29% | 51 |
|
|
2025
Q1 | $1.29M | Buy |
3,435
+47
| +1% | +$17.6K | 0.2% | 58 |
|
|
2024
Q4 | $1.43M | Buy |
3,388
+468
| +16% | +$197K | 0.22% | 59 |
|
|
2024
Q3 | $1.26M | Buy |
2,920
+464
| +19% | +$200K | 0.2% | 58 |
|
|
2024
Q2 | $1.1M | Buy |
2,456
+345
| +16% | +$154K | 0.18% | 58 |
|
|
2024
Q1 | $888K | Hold |
2,111
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $794K | Buy |
2,111
+178
| +9% | +$66.9K | 0.14% | 62 |
|
|
2023
Q3 | $610K | Buy |
1,933
+62
| +3% | +$19.6K | 0.11% | 62 |
|
|
2023
Q2 | $637K | Sell |
1,871
-52
| -3% | -$17.7K | 0.12% | 62 |
|
|
2023
Q1 | $554K | Buy |
1,923
+178
| +10% | +$51.3K | 0.1% | 65 |
|
|
2022
Q4 | $419K | Sell |
1,745
-7
| -0.4% | -$1.68K | 0.08% | 68 |
|
|
2022
Q3 | $433K | Sell |
1,752
-969
| -36% | -$239K | 0.09% | 71 |
|
|
2022
Q2 | $688K | Buy |
2,721
+1,075
| +65% | +$272K | 0.16% | 50 |
|
|
2022
Q1 | $508K | Buy |
1,646
+216
| +15% | +$66.7K | 0.11% | 52 |
|
|
2021
Q4 | $481K | Sell |
1,430
-27,693
| -95% | -$9.31M | 0.11% | 48 |
|
|
2021
Q3 | $8.21M | Sell |
29,123
-1,583
| -5% | -$446K | 1.99% | 18 |
|
|
2021
Q2 | $8.32M | Buy |
30,706
+490
| +2% | +$133K | 2.13% | 17 |
|
|
2021
Q1 | $7.12M | Sell |
30,216
-1
| -0% | -$236 | 2.1% | 17 |
|
|
2020
Q4 | $6.72M | Sell |
30,217
-150,824
| -83% | -$33.5M | 2.17% | 17 |
|
|
2020
Q3 | $38.1M | Sell |
181,041
-822
| -0.5% | -$173K | 11.5% | 1 |
|
|
2020
Q2 | $37M | Sell |
181,863
-23,345
| -11% | -$4.75M | 12.36% | 1 |
|
|
2020
Q1 | $32.4M | Sell |
205,208
-1,886
| -0.9% | -$297K | 12.93% | 1 |
|
|
2019
Q4 | $32.7M | Sell |
207,094
-2,778
| -1% | -$438K | 10.98% | 1 |
|
|
2019
Q3 | $29.2M | Sell |
209,872
-97
| -0% | -$13.5K | 10.93% | 1 |
|
|
2019
Q2 | $28.1M | Buy |
209,969
+36,561
| +21% | +$4.9M | 11.3% | 1 |
|
|
2019
Q1 | $20.5M | Sell |
173,408
-6,301
| -4% | -$743K | 9.06% | 2 |
|
|
2018
Q4 | $18.3M | Buy |
+179,709
| New | +$18.3M | 9.37% | 3 |
|