Copperleaf Capital’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 |
6,303
-272
| -4% | -$135K | 1.59% | 15 |
|
|
2025
Q1 | $2.47M | Buy |
6,575
+104
| +2% | +$39K | 1.48% | 17 |
|
|
2024
Q4 | $2.73M | Buy |
6,471
+805
| +14% | +$339K | 1.73% | 14 |
|
|
2024
Q3 | $2.44M | Sell |
5,666
-16
| -0.3% | -$6.88K | 1.87% | 13 |
|
|
2024
Q2 | $2.54M | Buy |
5,682
+174
| +3% | +$77.8K | 2.03% | 12 |
|
|
2024
Q1 | $2.32M | Sell |
5,508
-977
| -15% | -$411K | 2.01% | 11 |
|
|
2023
Q4 | $2.44M | Sell |
6,485
-1,247
| -16% | -$469K | 2.48% | 8 |
|
|
2023
Q3 | $2.44M | Sell |
7,732
-1,068
| -12% | -$337K | 2.64% | 8 |
|
|
2023
Q2 | $3M | Sell |
8,800
-1,973
| -18% | -$672K | 2.81% | 9 |
|
|
2023
Q1 | $3.11M | Sell |
10,773
-76
| -0.7% | -$21.9K | 3.09% | 5 |
|
|
2022
Q4 | $2.6M | Sell |
10,849
-2,530
| -19% | -$607K | 2.99% | 7 |
|
|
2022
Q3 | $3.12M | Buy |
13,379
+2,684
| +25% | +$625K | 3.37% | 6 |
|
|
2022
Q2 | $2.75M | Buy |
10,695
+123
| +1% | +$31.6K | 2.78% | 11 |
|
|
2022
Q1 | $3.26M | Buy |
10,572
+350
| +3% | +$108K | 2.89% | 10 |
|
|
2021
Q4 | $3.44M | Sell |
10,222
-758
| -7% | -$255K | 2.97% | 8 |
|
|
2021
Q3 | $3.1M | Sell |
10,980
-404
| -4% | -$114K | 2.98% | 10 |
|
|
2021
Q2 | $3.08M | Sell |
11,384
-125
| -1% | -$33.9K | 3.02% | 9 |
|
|
2021
Q1 | $2.71M | Buy |
11,509
+815
| +8% | +$192K | 2.9% | 10 |
|
|
2020
Q4 | $2.38M | Sell |
10,694
-856
| -7% | -$190K | 2.03% | 15 |
|
|
2020
Q3 | $2.43M | Sell |
11,550
-33
| -0.3% | -$6.94K | 2.34% | 14 |
|
|
2020
Q2 | $2.36M | Sell |
11,583
-644
| -5% | -$131K | 2.44% | 13 |
|
|
2020
Q1 | $1.93M | Sell |
12,227
-314
| -3% | -$49.5K | 2.32% | 13 |
|
|
2019
Q4 | $1.98M | Buy |
+12,541
| New | +$1.98M | 2.01% | 15 |
|