Clarity Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.4M | Buy |
103,603
+27,850
| +37% | +$11.7M | 4.17% | 4 |
|
|
2025
Q4 | $36.6M | Buy |
75,753
+4,240
| +6% | +$2.12M | 3.39% | 6 |
|
|
2025
Q3 | $37M | Buy |
71,513
+2,007
| +3% | +$1.02M | 3.68% | 5 |
|
|
2025
Q2 | $34.6M | Sell |
69,506
-11,218
| -14% | -$4.87M | 3.72% | 5 |
|
|
2025
Q1 | $30.3M | Buy |
80,724
+19,715
| +32% | +$8.04M | 3.49% | 7 |
|
|
2024
Q4 | $25.7M | Buy |
61,009
+2,545
| +4% | +$1.08M | 3.07% | 11 |
|
|
2024
Q3 | $25.2M | Buy |
58,464
+4,786
| +9% | +$2.05M | 2.96% | 9 |
|
|
2024
Q2 | $24M | Buy |
53,678
+906
| +2% | +$383K | 3.61% | 9 |
|
|
2024
Q1 | $22.2M | Sell |
52,772
-4,133
| -7% | -$1.67M | 3.44% | 9 |
|
|
2023
Q4 | $21.4M | Buy |
56,905
+2,681
| +5% | +$954K | 3.76% | 8 |
|
|
2023
Q3 | $17.1M | Buy |
54,224
+13,789
| +34% | +$4.56M | 2.93% | 8 |
|
|
2023
Q2 | $13.8M | Buy |
40,435
+37,623
| +1,338% | +$11.8M | 2.05% | 12 |
|
|
2023
Q1 | $811K | Sell |
2,812
-18,756
| -87% | -$4.78M | 3% | 9 |
|
|
2022
Q4 | $5.17M | Sell |
21,568
-12,459
| -37% | -$2.99M | 1% | 22 |
|
|
2022
Q3 | $7.92M | Buy |
34,027
+734
| +2% | +$194K | 1.86% | 12 |
|
|
2022
Q2 | $8.55M | Buy |
33,293
+2,936
| +10% | +$797K | 1.85% | 17 |
|
|
2022
Q1 | $9.36M | Sell |
30,357
-2,066
| -6% | -$622K | 1.89% | 18 |
|
|
2021
Q4 | $10.9M | Buy |
32,423
+5,964
| +23% | +$1.93M | 1.73% | 16 |
|
|
2021
Q3 | $7.46M | Buy |
26,459
+9,829
| +59% | +$2.86M | 1.39% | 22 |
|
|
2021
Q2 | $4.5M | Sell |
16,630
-19,996
| -55% | -$5.08M | 0.87% | 35 |
|
|
2021
Q1 | $8.63M | Buy |
36,626
+14,642
| +67% | +$3.4M | 1.75% | 11 |
|
|
2020
Q4 | $4.89M | Buy |
+21,984
| New | +$4.73M | 1.17% | 19 |
|
Other funds holding MSFT
VCM
VPM
