DSN
D. Scott Neal’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
8,172
-208
| -2% | -$103K | 2.03% | 11 |
|
|
2025
Q1 | $3.15M | Sell |
8,380
-6
| -0.1% | -$2.25K | 1.74% | 10 |
|
|
2024
Q4 | $3.53M | Hold |
8,386
| – | – | 1.94% | 10 |
|
|
2024
Q3 | $3.61M | Hold |
8,386
| – | – | 1.91% | 11 |
|
|
2024
Q2 | $3.75M | Hold |
8,386
| – | – | 2.09% | 12 |
|
|
2024
Q1 | $3.53M | Hold |
8,386
| – | – | 2.31% | 11 |
|
|
2023
Q4 | $3.15M | Hold |
8,386
| – | – | 2.81% | 8 |
|
|
2023
Q3 | $2.65M | Hold |
8,386
| – | – | 2.26% | 12 |
|
|
2023
Q2 | $2.86M | Sell |
8,386
-13
| -0.2% | -$4.43K | 2.15% | 15 |
|
|
2023
Q1 | $2.42M | Hold |
8,399
| – | – | 1.35% | 15 |
|
|
2022
Q4 | $2.01M | Sell |
8,399
-1,589
| -16% | -$381K | 0.98% | 16 |
|
|
2022
Q3 | $2.33M | Hold |
9,988
| – | – | 0.98% | 16 |
|
|
2022
Q2 | $2.57M | Sell |
9,988
-31
| -0.3% | -$7.96K | 1.07% | 14 |
|
|
2022
Q1 | $3.09M | Sell |
10,019
-1
| -0% | -$308 | 1.23% | 14 |
|
|
2021
Q4 | $3.37M | Buy |
10,020
+3,053
| +44% | +$1.03M | 1.27% | 14 |
|
|
2021
Q3 | $1.96M | Buy |
6,967
+560
| +9% | +$158K | 0.83% | 14 |
|
|
2021
Q2 | $1.74M | Hold |
6,407
| – | – | 0.79% | 16 |
|
|
2021
Q1 | $1.51M | Hold |
6,407
| – | – | 0.68% | 16 |
|
|
2020
Q4 | $1.43M | Buy |
6,407
+3,909
| +156% | +$869K | 0.7% | 13 |
|
|
2020
Q3 | $525K | Buy |
2,498
+209
| +9% | +$43.9K | 0.29% | 22 |
|
|
2020
Q2 | $466K | Sell |
2,289
-12
| -0.5% | -$2.44K | 0.29% | 21 |
|
|
2020
Q1 | $363K | Hold |
2,301
| – | – | 0.22% | 22 |
|
|
2019
Q4 | $363K | Buy |
2,301
+546
| +31% | +$86.1K | 0.18% | 31 |
|
|
2019
Q3 | $244K | Buy |
1,755
+31
| +2% | +$4.31K | 0.13% | 31 |
|
|
2019
Q2 | $231K | Sell |
1,724
-35
| -2% | -$4.69K | 0.13% | 27 |
|
|
2019
Q1 | $207K | Buy |
+1,759
| New | +$207K | 0.11% | 30 |
|
|
2018
Q3 | – | Sell |
-1,724
| Closed | -$170K | – | 52 |
|
|
2018
Q2 | $170K | Hold |
1,724
| – | – | 0.1% | 39 |
|
|
2018
Q1 | $157K | Hold |
1,724
| – | – | 0.09% | 47 |
|
|
2017
Q4 | $147K | Hold |
1,724
| – | – | 0.09% | 51 |
|
|
2017
Q3 | $128K | Hold |
1,724
| – | – | 0.08% | 52 |
|
|
2017
Q2 | $119K | Sell |
1,724
-141
| -8% | -$9.73K | 0.08% | 64 |
|
|
2017
Q1 | $123K | Buy |
1,865
+2
| +0.1% | +$132 | 0.08% | 59 |
|
|
2016
Q4 | $116K | Sell |
1,863
-64
| -3% | -$3.99K | 0.08% | 52 |
|
|
2016
Q3 | $111K | Buy |
1,927
+2
| +0.1% | +$115 | 0.09% | 48 |
|
|
2016
Q2 | $98K | Buy |
1,925
+144
| +8% | +$7.33K | 0.09% | 51 |
|
|
2016
Q1 | $98K | Buy |
1,781
+2
| +0.1% | +$110 | 0.09% | 46 |
|
|
2015
Q4 | $99K | Buy |
+1,779
| New | +$99K | 0.08% | 47 |
|