EWM
Empirical Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
208,507
+9,566
| +5% | +$4.76M | 2.34% | 12 |
|
|
2025
Q1 | $74.7M | Buy |
198,941
+7,498
| +4% | +$2.81M | 1.92% | 13 |
|
|
2024
Q4 | $80.7M | Buy |
191,443
+3,180
| +2% | +$1.34M | 2.19% | 12 |
|
|
2024
Q3 | $81M | Sell |
188,263
-4,979
| -3% | -$2.14M | 2.27% | 11 |
|
|
2024
Q2 | $86.4M | Buy |
193,242
+13,985
| +8% | +$6.25M | 2.56% | 11 |
|
|
2024
Q1 | $75.4M | Buy |
179,257
+12,952
| +8% | +$5.45M | 2.28% | 12 |
|
|
2023
Q4 | $62.5M | Buy |
166,305
+2,393
| +1% | +$900K | 2.08% | 13 |
|
|
2023
Q3 | $51.8M | Sell |
163,912
-3,627
| -2% | -$1.15M | 2.03% | 13 |
|
|
2023
Q2 | $57.1M | Buy |
167,539
+20,770
| +14% | +$7.07M | 2.3% | 11 |
|
|
2023
Q1 | $42.3M | Buy |
146,769
+4,369
| +3% | +$1.26M | 1.84% | 15 |
|
|
2022
Q4 | $34.2M | Sell |
142,400
-1,468
| -1% | -$352K | 1.61% | 17 |
|
|
2022
Q3 | $33.5M | Buy |
143,868
+22,555
| +19% | +$5.25M | 1.76% | 16 |
|
|
2022
Q2 | $31.2M | Buy |
121,313
+202
| +0.2% | +$51.9K | 1.64% | 17 |
|
|
2022
Q1 | $37.3M | Sell |
121,111
-119
| -0.1% | -$36.7K | 1.86% | 16 |
|
|
2021
Q4 | $40.8M | Sell |
121,230
-7,085
| -6% | -$2.38M | 2.04% | 12 |
|
|
2021
Q3 | $36.2M | Buy |
128,315
+8,107
| +7% | +$2.29M | 2.06% | 12 |
|
|
2021
Q2 | $32.6M | Buy |
120,208
+7,681
| +7% | +$2.08M | 1.97% | 13 |
|
|
2021
Q1 | $26.5M | Sell |
112,527
-1,346
| -1% | -$317K | 2.13% | 11 |
|
|
2020
Q4 | $25.3M | Buy |
113,873
+10,008
| +10% | +$2.23M | 1.93% | 13 |
|
|
2020
Q3 | $21.8M | Sell |
103,865
-6,160
| -6% | -$1.3M | 1.87% | 13 |
|
|
2020
Q2 | $22.4M | Buy |
110,025
+9,846
| +10% | +$2M | 2.09% | 10 |
|
|
2020
Q1 | $15.8M | Sell |
100,179
-74
| -0.1% | -$11.7K | 1.73% | 11 |
|
|
2019
Q4 | $15.8M | Buy |
100,253
+3,537
| +4% | +$558K | 1.74% | 9 |
|
|
2019
Q3 | $13.4M | Buy |
96,716
+1,739
| +2% | +$242K | 1.63% | 9 |
|
|
2019
Q2 | $12.7M | Buy |
94,977
+15,181
| +19% | +$2.03M | 1.66% | 9 |
|
|
2019
Q1 | $9.41M | Buy |
79,796
+10,020
| +14% | +$1.18M | 1.37% | 13 |
|
|
2018
Q4 | $7.09M | Buy |
69,776
+4,763
| +7% | +$484K | 1.2% | 14 |
|
|
2018
Q3 | $7.44M | Sell |
65,013
-9,832
| -13% | -$1.12M | 1.32% | 13 |
|
|
2018
Q2 | $7.38M | Buy |
74,845
+12,507
| +20% | +$1.23M | 1.38% | 12 |
|
|
2018
Q1 | $5.69M | Buy |
62,338
+6,670
| +12% | +$609K | 1.12% | 13 |
|
|
2017
Q4 | $4.76M | Buy |
55,668
+8,508
| +18% | +$728K | 1.02% | 15 |
|
|
2017
Q3 | $3.51M | Sell |
47,160
-365
| -0.8% | -$27.2K | 0.81% | 17 |
|
|
2017
Q2 | $3.28M | Buy |
47,525
+2,958
| +7% | +$204K | 0.8% | 16 |
|
|
2017
Q1 | $2.94M | Sell |
44,567
-4,915
| -10% | -$324K | 0.73% | 18 |
|
|
2016
Q4 | $3.08M | Buy |
49,482
+6,254
| +14% | +$389K | 0.75% | 19 |
|
|
2016
Q3 | $2.49M | Buy |
43,228
+440
| +1% | +$25.3K | 0.65% | 16 |
|
|
2016
Q2 | $2.19M | Buy |
42,788
+1,010
| +2% | +$51.7K | 0.57% | 18 |
|
|
2016
Q1 | $2.31M | Buy |
41,778
+909
| +2% | +$50.2K | 0.56% | 18 |
|
|
2015
Q4 | $2.27M | Sell |
40,869
-9,643
| -19% | -$535K | 0.55% | 19 |
|
|
2015
Q3 | $2.24M | Buy |
50,512
+5,040
| +11% | +$223K | 0.53% | 23 |
|
|
2015
Q2 | $2.01M | Buy |
45,472
+10,346
| +29% | +$457K | 0.47% | 30 |
|
|
2015
Q1 | $1.43M | Sell |
35,126
-1,466
| -4% | -$59.6K | 0.34% | 41 |
|
|
2014
Q4 | $1.7M | Sell |
36,592
-1,466
| -4% | -$68.1K | 0.42% | 34 |
|
|
2014
Q3 | $1.76M | Buy |
38,058
+6,604
| +21% | +$306K | 0.43% | 34 |
|
|
2014
Q2 | $1.31M | Buy |
31,454
+20
| +0.1% | +$834 | 0.33% | 42 |
|
|
2014
Q1 | $1.29M | Buy |
31,434
+5,513
| +21% | +$226K | 0.34% | 41 |
|
|
2013
Q4 | $970K | Sell |
25,921
-5,326
| -17% | -$199K | 0.27% | 43 |
|
|
2013
Q3 | $1.04M | Buy |
31,247
+204
| +0.7% | +$6.79K | 0.33% | 39 |
|
|
2013
Q2 | $1.07M | Buy |
+31,043
| New | +$1.07M | 0.36% | 29 |
|