EPIQ Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Hold |
2,716
| – | – | 0.69% | 37 |
|
|
2025
Q1 | $1.02M | Sell |
2,716
-253
| -9% | -$95K | 0.54% | 44 |
|
|
2024
Q4 | $1.25M | Hold |
2,969
| – | – | 0.68% | 37 |
|
|
2024
Q3 | $1.28M | Sell |
2,969
-155
| -5% | -$66.7K | 0.71% | 34 |
|
|
2024
Q2 | $1.4M | Hold |
3,124
| – | – | 0.94% | 31 |
|
|
2024
Q1 | $1.31M | Buy |
3,124
+1,116
| +56% | +$470K | 0.87% | 34 |
|
|
2023
Q4 | $755K | Sell |
2,008
-130
| -6% | -$48.9K | 0.54% | 40 |
|
|
2023
Q3 | $675K | Hold |
2,138
| – | – | 0.51% | 41 |
|
|
2023
Q2 | $728K | Buy |
2,138
+28
| +1% | +$9.54K | 0.49% | 39 |
|
|
2023
Q1 | $608K | Buy |
2,110
+20
| +1% | +$5.77K | 0.42% | 45 |
|
|
2022
Q4 | $501K | Hold |
2,090
| – | – | 0.33% | 52 |
|
|
2022
Q3 | $487K | Buy |
2,090
+200
| +11% | +$46.6K | 0.3% | 55 |
|
|
2022
Q2 | $485K | Hold |
1,890
| – | – | 0.3% | 58 |
|
|
2022
Q1 | $583K | Buy |
1,890
+294
| +18% | +$90.7K | 0.31% | 56 |
|
|
2021
Q4 | $537K | Sell |
1,596
-831
| -34% | -$280K | 0.29% | 57 |
|
|
2021
Q3 | $684K | Hold |
2,427
| – | – | 0.32% | 57 |
|
|
2021
Q2 | $657K | Buy |
2,427
+74
| +3% | +$20K | 0.33% | 52 |
|
|
2021
Q1 | $555K | Sell |
2,353
-350
| -13% | -$82.6K | 0.32% | 50 |
|
|
2020
Q4 | $601K | Buy |
2,703
+922
| +52% | +$205K | 0.42% | 45 |
|
|
2020
Q3 | $383K | Buy |
1,781
+550
| +45% | +$118K | 0.29% | 52 |
|
|
2020
Q2 | $251K | Buy |
+1,231
| New | +$251K | 0.23% | 55 |
|