Brown Shipley & Co’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.1M | Sell |
56,508
-6,674
| -11% | -$3.32M | 15.47% | 1 |
|
2025
Q1 | $23.7M | Buy |
63,182
+330
| +0.5% | +$124K | 13.43% | 1 |
|
2024
Q4 | $26.5M | Sell |
62,852
-3,389
| -5% | -$1.43M | 13.15% | 1 |
|
2024
Q3 | $28.5M | Sell |
66,241
-5,446
| -8% | -$2.34M | 14.02% | 1 |
|
2024
Q2 | $32M | Sell |
71,687
-2,084
| -3% | -$931K | 14.42% | 1 |
|
2024
Q1 | $31.3M | Buy |
73,771
+6,446
| +10% | +$2.74M | 9.84% | 1 |
|
2023
Q4 | $25.3M | Buy |
67,325
+4,812
| +8% | +$1.81M | 12.54% | 1 |
|
2023
Q3 | $19.7M | Buy |
62,513
+4,001
| +7% | +$1.26M | 10.88% | 1 |
|
2023
Q2 | $19.9M | Buy |
58,512
+5,632
| +11% | +$1.92M | 8.16% | 2 |
|
2023
Q1 | $15.2M | Buy |
+52,880
| New | +$15.2M | 9.83% | 1 |
|