Custos 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 | $1.06M | Buy |
2,125
+631
| +42% | +$314K | 0.34% | 34 |
|
2025
Q1 | $561K | Buy |
1,494
+46
| +3% | +$17.3K | 0.2% | 38 |
|
2024
Q4 | $610K | Buy |
1,448
+490
| +51% | +$207K | 0.21% | 40 |
|
2024
Q3 | $412K | Buy |
958
+7
| +0.7% | +$3.01K | 0.15% | 42 |
|
2024
Q2 | $425K | Sell |
951
-39
| -4% | -$17.4K | 0.17% | 43 |
|
2024
Q1 | $416K | Buy |
990
+40
| +4% | +$16.8K | 0.21% | 30 |
|
2023
Q4 | $357K | Buy |
950
+15
| +2% | +$5.64K | 0.19% | 33 |
|
2023
Q3 | $295K | Buy |
935
+13
| +1% | +$4.11K | 0.2% | 32 |
|
2023
Q2 | $314K | Sell |
922
-156
| -14% | -$53.1K | 0.2% | 34 |
|
2023
Q1 | $311K | Buy |
1,078
+105
| +11% | +$30.3K | 0.22% | 29 |
|
2022
Q4 | $233K | Buy |
+973
| New | +$233K | 0.19% | 33 |
|
2022
Q2 | – | Sell |
-1,637
| Closed | -$505K | – | 27 |
|
2022
Q1 | $505K | Sell |
1,637
-165
| -9% | -$50.9K | 0.41% | 14 |
|
2021
Q4 | $606K | Buy |
+1,802
| New | +$606K | 0.54% | 15 |
|