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Cooper/Haims Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
6,889
+166
| +2% | +$82.6K | 1.69% | 12 |
|
|
2025
Q1 | $2.52M | Sell |
6,723
-64
| -0.9% | -$24K | 1.37% | 13 |
|
|
2024
Q4 | $2.86M | Sell |
6,787
-116
| -2% | -$48.9K | 1.62% | 13 |
|
|
2024
Q3 | $2.97M | Sell |
6,903
-4,566
| -40% | -$1.96M | 1.63% | 11 |
|
|
2024
Q2 | $5.13M | Buy |
11,469
+2,531
| +28% | +$1.13M | 2.88% | 12 |
|
|
2024
Q1 | $3.76M | Buy |
8,938
+2,692
| +43% | +$1.13M | 2.19% | 12 |
|
|
2023
Q4 | $2.35M | Buy |
6,246
+122
| +2% | +$45.9K | 1.33% | 14 |
|
|
2023
Q3 | $1.93M | Buy |
6,124
+47
| +0.8% | +$14.8K | 1.5% | 11 |
|
|
2023
Q2 | $2.07M | Sell |
6,077
-284
| -4% | -$96.7K | 1.59% | 10 |
|
|
2023
Q1 | $1.83M | Buy |
6,361
+18
| +0.3% | +$5.19K | 1.47% | 12 |
|
|
2022
Q4 | $1.52M | Sell |
6,343
-239
| -4% | -$57.3K | 1.08% | 17 |
|
|
2022
Q3 | $1.53M | Sell |
6,582
-393
| -6% | -$91.5K | 1.27% | 14 |
|
|
2022
Q2 | $1.79M | Sell |
6,975
-354
| -5% | -$90.9K | 1.18% | 16 |
|
|
2022
Q1 | $2.26M | Sell |
7,329
-18
| -0.2% | -$5.55K | 1.47% | 13 |
|
|
2021
Q4 | $2.47M | Sell |
7,347
-303
| -4% | -$102K | 1.52% | 14 |
|
|
2021
Q3 | $2.16M | Sell |
7,650
-100
| -1% | -$28.2K | 1.3% | 15 |
|
|
2021
Q2 | $2.1M | Sell |
7,750
-288
| -4% | -$78K | 1.38% | 14 |
|
|
2021
Q1 | $1.9M | Buy |
8,038
+1,348
| +20% | +$318K | 1.34% | 13 |
|
|
2020
Q4 | $1.49M | Sell |
6,690
-185
| -3% | -$41.1K | 1.14% | 15 |
|
|
2020
Q3 | $1.45M | Sell |
6,875
-61
| -0.9% | -$12.8K | 1.19% | 11 |
|
|
2020
Q2 | $1.41M | Buy |
6,936
+355
| +5% | +$72.3K | 1.15% | 10 |
|
|
2020
Q1 | $1.04M | Buy |
6,581
+63
| +1% | +$9.94K | 0.9% | 12 |
|
|
2019
Q4 | $1.03M | Sell |
6,518
-38
| -0.6% | -$5.99K | 0.57% | 13 |
|
|
2019
Q3 | $911K | Buy |
6,556
+1,263
| +24% | +$176K | 0.56% | 12 |
|
|
2019
Q2 | $709K | Sell |
5,293
-668
| -11% | -$89.5K | 0.44% | 17 |
|
|
2019
Q1 | $703K | Sell |
5,961
-197
| -3% | -$23.2K | 0.45% | 18 |
|
|
2018
Q4 | $625K | Sell |
6,158
-606
| -9% | -$61.5K | 0.43% | 18 |
|
|
2018
Q3 | $774K | Buy |
6,764
+148
| +2% | +$16.9K | 0.53% | 16 |
|
|
2018
Q2 | $652K | Buy |
6,616
+984
| +17% | +$97K | 0.48% | 16 |
|
|
2018
Q1 | $514K | Sell |
5,632
-1,208
| -18% | -$110K | 0.45% | 16 |
|
|
2017
Q4 | $585K | Buy |
+6,840
| New | +$585K | 0.54% | 16 |
|