Charter Research & Investment Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
6,312
-10
| -0.2% | -$4.97K | 2.34% | 15 |
|
|
2025
Q1 | $2.37M | Buy |
6,322
+150
| +2% | +$56.3K | 1.82% | 17 |
|
|
2024
Q4 | $2.6M | Sell |
6,172
-22
| -0.4% | -$9.27K | 1.98% | 18 |
|
|
2024
Q3 | $2.67M | Hold |
6,194
| – | – | 1.97% | 16 |
|
|
2024
Q2 | $2.77M | Buy |
6,194
+40
| +0.6% | +$17.9K | 2.18% | 16 |
|
|
2024
Q1 | $2.59M | Buy |
6,154
+55
| +0.9% | +$23.1K | 2.05% | 15 |
|
|
2023
Q4 | $2.29M | Sell |
6,099
-230
| -4% | -$86.5K | 1.9% | 16 |
|
|
2023
Q3 | $2M | Hold |
6,329
| – | – | 1.8% | 19 |
|
|
2023
Q2 | $2.16M | Sell |
6,329
-110
| -2% | -$37.5K | 1.79% | 17 |
|
|
2023
Q1 | $1.86M | Buy |
6,439
+4,303
| +201% | +$1.24M | 1.63% | 19 |
|
|
2022
Q4 | $512K | Sell |
2,136
-500
| -19% | -$120K | 0.49% | 48 |
|
|
2022
Q3 | $614K | Sell |
2,636
-76
| -3% | -$17.7K | 0.62% | 42 |
|
|
2022
Q2 | $697K | Hold |
2,712
| – | – | 0.63% | 39 |
|
|
2022
Q1 | $836K | Buy |
2,712
+12
| +0.4% | +$3.7K | 0.68% | 38 |
|
|
2021
Q4 | $908K | Buy |
2,700
+76
| +3% | +$25.6K | 0.71% | 38 |
|
|
2021
Q3 | $740K | Hold |
2,624
| – | – | 0.61% | 38 |
|
|
2021
Q2 | $711K | Buy |
2,624
+62
| +2% | +$16.8K | 0.59% | 39 |
|
|
2021
Q1 | $604K | Buy |
2,562
+39
| +2% | +$9.19K | 0.53% | 44 |
|
|
2020
Q4 | $561K | Hold |
2,523
| – | – | 0.54% | 44 |
|
|
2020
Q3 | $531K | Hold |
2,523
| – | – | 0.58% | 41 |
|
|
2020
Q2 | $513K | Buy |
2,523
+140
| +6% | +$28.5K | 0.59% | 43 |
|
|
2020
Q1 | $376K | Hold |
2,383
| – | – | 0.5% | 50 |
|
|
2019
Q4 | $376K | Buy |
2,383
+570
| +31% | +$89.9K | 0.38% | 60 |
|
|
2019
Q3 | $252K | Buy |
1,813
+65
| +4% | +$9.04K | 0.27% | 73 |
|
|
2019
Q2 | $234K | Hold |
1,748
| – | – | 0.26% | 74 |
|
|
2019
Q1 | $206K | Buy |
+1,748
| New | +$206K | 0.23% | 81 |
|