CFO
Callan Family Office’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Buy |
294,741
+172,352
| +141% | +$85.7M | 4.63% | 1 |
|
|
2025
Q1 | $45.9M | Sell |
122,389
-48,954
| -29% | -$18.4M | 3.45% | 4 |
|
|
2024
Q4 | $72.2M | Buy |
171,343
+147,786
| +627% | +$62.3M | 4.59% | 3 |
|
|
2024
Q3 | $10.1M | Buy |
23,557
+6,438
| +38% | +$2.77M | 1.7% | 15 |
|
|
2024
Q2 | $7.65M | Buy |
17,119
+11,323
| +195% | +$5.06M | 1.47% | 17 |
|
|
2024
Q1 | $2.44M | Sell |
5,796
-8,188
| -59% | -$3.44M | 0.57% | 29 |
|
|
2023
Q4 | $5.26M | Buy |
13,984
+1,305
| +10% | +$491K | 1.3% | 15 |
|
|
2023
Q3 | $4M | Sell |
12,679
-1,873
| -13% | -$591K | 1.07% | 20 |
|
|
2023
Q2 | $4.96M | Sell |
14,552
-7,660
| -34% | -$2.61M | 1.31% | 15 |
|
|
2023
Q1 | $6.4M | Buy |
22,212
+14,826
| +201% | +$4.27M | 1.55% | 13 |
|
|
2022
Q4 | $1.77M | Buy |
+7,386
| New | +$1.77M | 0.57% | 27 |
|