DA
DCM Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
36,520
+2,187
| +6% | +$1.08M | 7.77% | 1 |
|
|
2025
Q1 | $12.7M | Sell |
34,333
-5,928
| -15% | -$2.19M | 6.78% | 2 |
|
|
2024
Q4 | $16.8M | Buy |
40,261
+6,713
| +20% | +$2.81M | 7.9% | 2 |
|
|
2024
Q3 | $14.4M | Buy |
33,548
+61
| +0.2% | +$26.2K | 7.27% | 1 |
|
|
2024
Q2 | $15M | Sell |
33,487
-9,389
| -22% | -$4.2M | 7.9% | 1 |
|
|
2024
Q1 | $18M | Sell |
42,876
-10,818
| -20% | -$4.55M | 7.44% | 1 |
|
|
2023
Q4 | $20.2M | Sell |
53,694
-1,793
| -3% | -$674K | 7.24% | 1 |
|
|
2023
Q3 | $17.5M | Sell |
55,487
-1,571
| -3% | -$496K | 7.92% | 2 |
|
|
2023
Q2 | $19.4M | Sell |
57,058
-1,137
| -2% | -$387K | 8.33% | 2 |
|
|
2023
Q1 | $16.8M | Sell |
58,195
-724
| -1% | -$209K | 7.81% | 2 |
|
|
2022
Q4 | $14.1M | Sell |
58,919
-2,198
| -4% | -$527K | 6.85% | 2 |
|
|
2022
Q3 | $14.2M | Sell |
61,117
-7,996
| -12% | -$1.86M | 7.15% | 2 |
|
|
2022
Q2 | $17.8M | Sell |
69,113
-3,700
| -5% | -$952K | 7.68% | 2 |
|
|
2022
Q1 | $22.4M | Sell |
72,813
-5,749
| -7% | -$1.77M | 7.94% | 2 |
|
|
2021
Q4 | $26.4M | Buy |
78,562
+24,239
| +45% | +$8.15M | 7.79% | 2 |
|
|
2021
Q3 | $15.3M | Buy |
54,323
+27,107
| +100% | +$7.64M | 5.9% | 2 |
|
|
2021
Q2 | $7.37M | Sell |
27,216
-5,712
| -17% | -$1.55M | 4.18% | 2 |
|
|
2021
Q1 | $7.76M | Sell |
32,928
-3,016
| -8% | -$711K | 4.52% | 2 |
|
|
2020
Q4 | $8M | Buy |
+35,944
| New | +$8M | 4.66% | 2 |
|