Carmel Capital Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,271
+492
| +28% | +$245K | 0.4% | 60 |
|
|
2025
Q1 | $668K | Sell |
1,779
-25
| -1% | -$9.39K | 0.26% | 77 |
|
|
2024
Q4 | $760K | Buy |
1,804
+83
| +5% | +$35K | 0.31% | 66 |
|
|
2024
Q3 | $741K | Buy |
1,721
+1
| +0.1% | +$430 | 0.29% | 71 |
|
|
2024
Q2 | $769K | Sell |
1,720
-299
| -15% | -$134K | 0.32% | 62 |
|
|
2024
Q1 | $850K | Sell |
2,019
-219
| -10% | -$92.2K | 0.35% | 57 |
|
|
2023
Q4 | $841K | Sell |
2,238
-1,382
| -38% | -$520K | 0.43% | 52 |
|
|
2023
Q3 | $1.14M | Buy |
3,620
+1,460
| +68% | +$461K | 0.51% | 38 |
|
|
2023
Q2 | $735K | Sell |
2,160
-377
| -15% | -$128K | 0.38% | 59 |
|
|
2023
Q1 | $731K | Sell |
2,537
-344
| -12% | -$99.2K | 0.43% | 56 |
|
|
2022
Q4 | $691K | Buy |
2,881
+530
| +23% | +$127K | 0.48% | 53 |
|
|
2022
Q3 | $547K | Buy |
2,351
+30
| +1% | +$6.98K | 0.53% | 53 |
|
|
2022
Q2 | $596K | Buy |
2,321
+339
| +17% | +$87.1K | 0.56% | 55 |
|
|
2022
Q1 | $611K | Hold |
1,982
| – | – | 0.51% | 57 |
|
|
2021
Q4 | $667K | Buy |
+1,982
| New | +$667K | 0.5% | 53 |
|