Buckley Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5M | Sell |
69,284
-2,292
| -3% | -$1.14M | 10.31% | 1 |
|
|
2025
Q1 | $26.9M | Buy |
71,576
+1,102
| +2% | +$414K | 8.36% | 2 |
|
|
2024
Q4 | $29.7M | Sell |
70,474
-457
| -0.6% | -$193K | 9.09% | 2 |
|
|
2024
Q3 | $30.5M | Sell |
70,931
-730
| -1% | -$314K | 9.4% | 2 |
|
|
2024
Q2 | $32M | Sell |
71,661
-664
| -0.9% | -$297K | 10.15% | 2 |
|
|
2024
Q1 | $30.4M | Sell |
72,325
-1,661
| -2% | -$699K | 9.76% | 1 |
|
|
2023
Q4 | $27.8M | Sell |
73,986
-533
| -0.7% | -$200K | 9.66% | 2 |
|
|
2023
Q3 | $23.5M | Sell |
74,519
-3,221
| -4% | -$1.02M | 8.8% | 2 |
|
|
2023
Q2 | $26.5M | Buy |
77,740
+1,352
| +2% | +$460K | 9% | 2 |
|
|
2023
Q1 | $22M | Sell |
76,388
-1,883
| -2% | -$543K | 8.11% | 2 |
|
|
2022
Q4 | $18.8M | Sell |
78,271
-459
| -0.6% | -$110K | 6.83% | 3 |
|
|
2022
Q3 | $18.3M | Sell |
78,730
-4,184
| -5% | -$974K | 6.76% | 2 |
|
|
2022
Q2 | $21.3M | Buy |
82,914
+4,327
| +6% | +$1.11M | 6.85% | 2 |
|
|
2022
Q1 | $24.2M | Buy |
78,587
+4,692
| +6% | +$1.45M | 6.56% | 2 |
|
|
2021
Q4 | $24.9M | Sell |
73,895
-1,545
| -2% | -$520K | 7.26% | 2 |
|
|
2021
Q3 | $21.3M | Buy |
75,440
+557
| +0.7% | +$157K | 6.88% | 2 |
|
|
2021
Q2 | $20.3M | Sell |
74,883
-5,670
| -7% | -$1.54M | 6.96% | 2 |
|
|
2021
Q1 | $19M | Buy |
80,553
+23
| +0% | +$5.42K | 7.04% | 2 |
|
|
2020
Q4 | $17.9M | Buy |
80,530
+2,056
| +3% | +$457K | 7.34% | 2 |
|
|
2020
Q3 | $16.5M | Sell |
78,474
-7,137
| -8% | -$1.5M | 7.41% | 2 |
|
|
2020
Q2 | $17.4M | Sell |
85,611
-2,513
| -3% | -$511K | 7.9% | 2 |
|
|
2020
Q1 | $13.9M | Sell |
88,124
-772
| -0.9% | -$122K | 7.54% | 2 |
|
|
2019
Q4 | $14M | Sell |
88,896
-1,573
| -2% | -$248K | 6.36% | 2 |
|
|
2019
Q3 | $12.6M | Sell |
90,469
-8,173
| -8% | -$1.14M | 6.16% | 2 |
|
|
2019
Q2 | $13.2M | Sell |
98,642
-2,977
| -3% | -$399K | 6.18% | 2 |
|
|
2019
Q1 | $12M | Sell |
101,619
-3,243
| -3% | -$382K | 5.68% | 2 |
|
|
2018
Q4 | $10.7M | Buy |
104,862
+1,635
| +2% | +$166K | 5.49% | 2 |
|
|
2018
Q3 | $11.8M | Sell |
103,227
-370
| -0.4% | -$42.3K | 5.16% | 2 |
|
|
2018
Q2 | $10.2M | Buy |
103,597
+4,154
| +4% | +$410K | 4.83% | 2 |
|
|
2018
Q1 | $9.08M | Buy |
99,443
+150
| +0.2% | +$13.7K | 4.49% | 2 |
|
|
2017
Q4 | $8.49M | Buy |
+99,293
| New | +$8.49M | 4.26% | 2 |
|