Coyle Financial Counsel’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
5,505
+471
| +9% | +$234K | 0.73% | 21 |
|
|
2025
Q1 | $1.89M | Buy |
5,034
+1,748
| +53% | +$656K | 0.58% | 27 |
|
|
2024
Q4 | $1.39M | Buy |
3,286
+491
| +18% | +$207K | 0.44% | 41 |
|
|
2024
Q3 | $1.25M | Buy |
2,795
+439
| +19% | +$196K | 0.44% | 40 |
|
|
2024
Q2 | $991K | Hold |
2,356
| – | – | 0.35% | 42 |
|
|
2024
Q1 | $991K | Buy |
2,356
+73
| +3% | +$30.7K | 0.35% | 42 |
|
|
2023
Q4 | $858K | Sell |
2,283
-18
| -0.8% | -$6.77K | 0.33% | 42 |
|
|
2023
Q3 | $727K | Sell |
2,301
-210
| -8% | -$66.3K | 0.3% | 44 |
|
|
2023
Q2 | $855K | Buy |
2,511
+110
| +5% | +$37.5K | 0.38% | 40 |
|
|
2023
Q1 | $692K | Buy |
2,401
+30
| +1% | +$8.65K | 0.32% | 42 |
|
|
2022
Q4 | $569K | Buy |
2,371
+105
| +5% | +$25.2K | 0.27% | 41 |
|
|
2022
Q3 | $528K | Buy |
2,266
+34
| +2% | +$7.92K | 0.35% | 39 |
|
|
2022
Q2 | $573K | Sell |
2,232
-88
| -4% | -$22.6K | 0.31% | 42 |
|
|
2022
Q1 | $715K | Buy |
2,320
+125
| +6% | +$38.5K | 0.38% | 42 |
|
|
2021
Q4 | $738K | Buy |
2,195
+95
| +5% | +$31.9K | 0.43% | 41 |
|
|
2021
Q3 | $592K | Buy |
2,100
+800
| +62% | +$226K | 0.35% | 42 |
|
|
2021
Q2 | $352K | Sell |
1,300
-125
| -9% | -$33.8K | 0.21% | 46 |
|
|
2021
Q1 | $336K | Sell |
1,425
-675
| -32% | -$159K | 0.23% | 44 |
|
|
2020
Q4 | $467K | Buy |
2,100
+800
| +62% | +$178K | 0.34% | 42 |
|
|
2020
Q3 | $273K | Buy |
1,300
+200
| +18% | +$42K | 0.23% | 46 |
|
|
2020
Q2 | $224K | Buy |
+1,100
| New | +$224K | 0.21% | 44 |
|
|
2018
Q3 | – | Sell |
-17,846
| Closed | -$1.76M | – | 206 |
|
|
2018
Q2 | $1.76M | Buy |
17,846
+17,126
| +2,379% | +$1.69M | 1.65% | 23 |
|
|
2018
Q1 | $66K | Buy |
+720
| New | +$66K | 0.07% | 52 |
|