DGI
Disciplined Growth Investors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
679
| – | – | 0.01% | 62 |
|
|
2025
Q1 | $255K | Hold |
679
| – | – | 0.01% | 64 |
|
|
2024
Q4 | $286K | Hold |
679
| – | – | 0.01% | 63 |
|
|
2024
Q3 | $292K | Hold |
679
| – | – | 0.01% | 67 |
|
|
2024
Q2 | $303K | Hold |
679
| – | – | 0.01% | 63 |
|
|
2024
Q1 | $286K | Hold |
679
| – | – | 0.01% | 64 |
|
|
2023
Q4 | $255K | Sell |
679
-303
| -31% | -$114K | 0.01% | 63 |
|
|
2023
Q3 | $310K | Hold |
982
| – | – | 0.01% | 63 |
|
|
2023
Q2 | $334K | Hold |
982
| – | – | 0.01% | 63 |
|
|
2023
Q1 | $283K | Sell |
982
-405
| -29% | -$117K | 0.01% | 64 |
|
|
2022
Q4 | $333K | Hold |
1,387
| – | – | 0.01% | 66 |
|
|
2022
Q3 | $323K | Sell |
1,387
-1,650
| -54% | -$384K | 0.01% | 69 |
|
|
2022
Q2 | $780K | Sell |
3,037
-659
| -18% | -$169K | 0.02% | 68 |
|
|
2022
Q1 | $1.14M | Sell |
3,696
-480
| -11% | -$148K | 0.02% | 71 |
|
|
2021
Q4 | $1.4M | Buy |
4,176
+3,066
| +276% | +$1.03M | 0.03% | 69 |
|
|
2021
Q3 | $313K | Sell |
1,110
-10
| -0.9% | -$2.82K | 0.01% | 74 |
|
|
2021
Q2 | $303K | Buy |
+1,120
| New | +$303K | 0.01% | 76 |
|
|
2015
Q2 | – | Sell |
-7,225
| Closed | -$294K | – | 92 |
|
|
2015
Q1 | $294K | Buy |
+7,225
| New | +$294K | 0.01% | 90 |
|