Disciplined Equity Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
430
| – | – | 0.13% | 42 |
|
|
2025
Q1 | $161K | Hold |
430
| – | – | 0.11% | 43 |
|
|
2024
Q4 | $181K | Hold |
430
| – | – | 0.12% | 47 |
|
|
2024
Q3 | $185K | Hold |
430
| – | – | 0.12% | 48 |
|
|
2024
Q2 | $192K | Hold |
430
| – | – | 0.13% | 49 |
|
|
2024
Q1 | $181K | Sell |
430
-566
| -57% | -$238K | 0.12% | 46 |
|
|
2023
Q4 | $375K | Buy |
996
+566
| +132% | +$213K | 0.26% | 41 |
|
|
2023
Q3 | $136K | Hold |
430
| – | – | 0.11% | 44 |
|
|
2023
Q2 | $146K | Hold |
430
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $124K | Hold |
430
| – | – | 0.11% | 44 |
|
|
2022
Q4 | $103K | Buy |
+430
| New | +$103K | 0.09% | 49 |
|
|
2022
Q3 | – | Sell |
-2,580
| Closed | -$663K | – | 63 |
|
|
2022
Q2 | $663K | Buy |
+2,580
| New | +$663K | 0.6% | 29 |
|