Carmel Capital 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 | $1.26M | Hold |
2,539
| – | – | 0.43% | 24 |
|
|
2025
Q1 | $953K | Hold |
2,539
| – | – | 0.39% | 24 |
|
|
2024
Q4 | $1.07M | Hold |
2,539
| – | – | 0.4% | 25 |
|
|
2024
Q3 | $1.09M | Hold |
2,539
| – | – | 0.41% | 26 |
|
|
2024
Q2 | $1.13M | Hold |
2,539
| – | – | 0.44% | 25 |
|
|
2024
Q1 | $1.07M | Sell |
2,539
-5
| -0.2% | -$2.1K | 0.44% | 25 |
|
|
2023
Q4 | $957K | Hold |
2,544
| – | – | 0.46% | 24 |
|
|
2023
Q3 | $803K | Buy |
2,544
+400
| +19% | +$126K | 0.45% | 26 |
|
|
2023
Q2 | $730K | Hold |
2,144
| – | – | 0.38% | 28 |
|
|
2023
Q1 | $618K | Hold |
2,144
| – | – | 0.35% | 29 |
|
|
2022
Q4 | $514K | Hold |
2,144
| – | – | 0.32% | 31 |
|
|
2022
Q3 | $499K | Hold |
2,144
| – | – | 0.33% | 31 |
|
|
2022
Q2 | $551K | Hold |
2,144
| – | – | 0.34% | 32 |
|
|
2022
Q1 | $661K | Hold |
2,144
| – | – | 0.34% | 31 |
|
|
2021
Q4 | $721K | Buy |
+2,144
| New | +$721K | 0.35% | 30 |
|