BTR Capital Management’s Microsoft MSFT Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2022
         Q3  | $31.8M | Sell | 
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| 
        
          
      
        2022
         Q2  | $35.7M | Sell | 
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| 
        
          
      
        2022
         Q1  | $43.3M | Sell | 
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| 
        
          
      
        2021
         Q4  | $47.5M | Sell | 
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| 
        
          
      
        2021
         Q3  | $40.2M | Sell | 
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| 
        
          
      
        2021
         Q2  | $39.2M | Sell | 
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| 
        
          
      
        2021
         Q1  | $34.3M | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $32.2M | Sell | 
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| 
        
          
      
        2020
         Q3  | $31.3M | Sell | 
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| 
        
          
      
        2020
         Q2  | $32.2M | Sell | 
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| 
        
          
      
        2020
         Q1  | $25.2M | Sell | 
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| 
        
          
      
        2019
         Q4  | $26.4M | Sell | 
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| 
        
          
      
        2019
         Q3  | $23.9M | Sell | 
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| 
        
          
      
        2019
         Q2  | $24.4M | Sell | 
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| 
        
          
      
        2019
         Q1  | $22M | Sell | 
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| 
        
          
      
        2018
         Q4  | $19.4M | Sell | 
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| 
        
          
      
        2018
         Q3  | $22.9M | Sell | 
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| 
        
          
      
        2018
         Q2  | $20.2M | Sell | 
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| 
        
          
      
        2018
         Q1  | $18.9M | Sell | 
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| 
        
          
      
        2017
         Q4  | $19.2M | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $17.1M | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $16.1M | Sell | 
         | 
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| 
        
          
      
        2017
         Q1  | $16.6M | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $15.3M | Hold | 
         | 
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| 
        
          
      
        2016
         Q3  | $15.3M | Sell | 
         | 
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| 
        
          
      
        2016
         Q2  | $13.7M | Sell | 
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| 
        
          
      
        2016
         Q1  | $15M | Sell | 
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| 
        
          
      
        2015
         Q4  | $15.5M | Sell | 
         | 
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| 
        
          
      
        2015
         Q3  | $12.4M | Buy | 
         | 
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| 
        
          
      
        2015
         Q2  | $11.1M | Sell | 
         | 
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| 
        
          
      
        2015
         Q1  | $10.7M | Buy | 
         | 
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| 
        
          
      
        2014
         Q4  | $11.1M | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $11.4M | Sell | 
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| 
        
          
      
        2014
         Q2  | $11.3M | Sell | 
         | 
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| 
        
          
      
        2014
         Q1  | $11.3M | Buy | 
         | 
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| 
        
          
      
        2013
         Q4  | $10M | Sell | 
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| 
        
          
      
        2013
         Q3  | $9.02M | Buy | 
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| 
        
          
      
        2013
         Q2  | $9.33M | Buy | 
         |