Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.24M | Sell |
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|
2025
Q2 | $5.29M | Buy |
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|
2025
Q1 | $3.83M | Buy |
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|
2024
Q4 | $4.14M | Buy |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.73M | Sell |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.5M | Buy |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.36M | Buy |
|
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.6M | Buy |
|