Collective Family Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
5,773
-933
| -14% | -$464K | 0.74% | 37 |
|
|
2025
Q1 | $2.52M | Sell |
6,706
-626
| -9% | -$235K | 0.68% | 39 |
|
|
2024
Q4 | $3.09M | Buy |
7,332
+62
| +0.9% | +$26.1K | 0.85% | 32 |
|
|
2024
Q3 | $3.13M | Sell |
7,270
-623
| -8% | -$268K | 0.85% | 34 |
|
|
2024
Q2 | $3.53M | Buy |
7,893
+737
| +10% | +$329K | 1.04% | 27 |
|
|
2024
Q1 | $3.01M | Buy |
7,156
+647
| +10% | +$272K | 0.98% | 28 |
|
|
2023
Q4 | $2.45M | Sell |
6,509
-716
| -10% | -$269K | 0.86% | 31 |
|
|
2023
Q3 | $2.28M | Buy |
7,225
+572
| +9% | +$181K | 0.89% | 34 |
|
|
2023
Q2 | $2.27M | Sell |
6,653
-10
| -0.2% | -$3.41K | 0.89% | 30 |
|
|
2023
Q1 | $1.92M | Sell |
6,663
-1,211
| -15% | -$349K | 0.79% | 37 |
|
|
2022
Q4 | $1.89M | Sell |
7,874
-142
| -2% | -$34.1K | 0.85% | 36 |
|
|
2022
Q3 | $1.87M | Sell |
8,016
-2,105
| -21% | -$490K | 0.93% | 34 |
|
|
2022
Q2 | $2.6M | Sell |
10,121
-2,276
| -18% | -$584K | 1.13% | 23 |
|
|
2022
Q1 | $3.82M | Sell |
12,397
-1,959
| -14% | -$604K | 1.46% | 15 |
|
|
2021
Q4 | $4.83M | Sell |
14,356
-264
| -2% | -$88.8K | 1.9% | 9 |
|
|
2021
Q3 | $4.12M | Sell |
14,620
-1,398
| -9% | -$394K | 1.77% | 15 |
|
|
2021
Q2 | $4.34M | Sell |
16,018
-598
| -4% | -$162K | 1.85% | 10 |
|
|
2021
Q1 | $3.92M | Buy |
16,616
+59
| +0.4% | +$13.9K | 1.91% | 12 |
|
|
2020
Q4 | $3.68M | Buy |
+16,557
| New | +$3.68M | 2.05% | 9 |
|