DI
Disciplined Investments’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,095
-9
| -0.4% | -$4.48K | 0.44% | 51 |
|
|
2025
Q1 | $790K | Buy |
2,104
+320
| +18% | +$120K | 0.36% | 61 |
|
|
2024
Q4 | $752K | Buy |
1,784
+407
| +30% | +$172K | 0.37% | 65 |
|
|
2024
Q3 | $593K | Buy |
1,377
+15
| +1% | +$6.45K | 0.29% | 75 |
|
|
2024
Q2 | $609K | Buy |
1,362
+27
| +2% | +$12.1K | 0.32% | 68 |
|
|
2024
Q1 | $562K | Sell |
1,335
-725
| -35% | -$305K | 0.31% | 72 |
|
|
2023
Q4 | $775K | Buy |
2,060
+15
| +0.7% | +$5.64K | 0.45% | 63 |
|
|
2023
Q3 | $646K | Sell |
2,045
-8
| -0.4% | -$2.53K | 0.39% | 64 |
|
|
2023
Q2 | $699K | Sell |
2,053
-700
| -25% | -$238K | 0.37% | 62 |
|
|
2023
Q1 | $794K | Buy |
2,753
+670
| +32% | +$193K | 0.33% | 73 |
|
|
2022
Q4 | $500K | Sell |
2,083
-10,910
| -84% | -$2.62M | 0.24% | 74 |
|
|
2022
Q3 | $3.03M | Sell |
12,993
-890
| -6% | -$207K | 1.39% | 23 |
|
|
2022
Q2 | $3.57M | Buy |
13,883
+874
| +7% | +$224K | 1.61% | 19 |
|
|
2022
Q1 | $4.01M | Sell |
13,009
-583
| -4% | -$180K | 1.66% | 21 |
|
|
2021
Q4 | $4.57M | Buy |
13,592
+253
| +2% | +$85.1K | 2.02% | 12 |
|
|
2021
Q3 | $3.76M | Buy |
13,339
+400
| +3% | +$113K | 1.83% | 13 |
|
|
2021
Q2 | $3.51M | Sell |
12,939
-2
| -0% | -$542 | 1.8% | 13 |
|
|
2021
Q1 | $3.05M | Sell |
12,941
-2,901
| -18% | -$684K | 1.8% | 17 |
|
|
2020
Q4 | $3.52M | Sell |
15,842
-287
| -2% | -$63.8K | 2.35% | 10 |
|
|
2020
Q3 | $3.39M | Sell |
16,129
-367
| -2% | -$77.2K | 2.5% | 9 |
|
|
2020
Q2 | $3.36M | Buy |
16,496
+15,579
| +1,699% | +$3.17M | 2.61% | 7 |
|
|
2020
Q1 | $145K | Sell |
917
-80
| -8% | -$12.7K | 0.14% | 96 |
|
|
2019
Q4 | $157K | Buy |
+997
| New | +$157K | 0.13% | 96 |
|