Ervin Investment 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 | $17M | Sell |
34,253
-1,450
| -4% | -$721K | 10.66% | 2 |
|
|
2025
Q1 | $13.4M | Buy |
35,703
+92
| +0.3% | +$34.5K | 9.04% | 2 |
|
|
2024
Q4 | $15M | Sell |
35,611
-1,037
| -3% | -$437K | 9.68% | 2 |
|
|
2024
Q3 | $15.8M | Sell |
36,648
-513
| -1% | -$221K | 10.12% | 2 |
|
|
2024
Q2 | $16.6M | Sell |
37,161
-1,832
| -5% | -$819K | 11.51% | 2 |
|
|
2024
Q1 | $16.4M | Sell |
38,993
-2,422
| -6% | -$1.02M | 11.49% | 2 |
|
|
2023
Q4 | $15.6M | Sell |
41,415
-69
| -0.2% | -$25.9K | 11.9% | 2 |
|
|
2023
Q3 | $13.1M | Sell |
41,484
-1,308
| -3% | -$413K | 10.98% | 2 |
|
|
2023
Q2 | $14.6M | Sell |
42,792
-2,723
| -6% | -$927K | 11.69% | 2 |
|
|
2023
Q1 | $12.9M | Sell |
45,515
-1,230
| -3% | -$349K | 11.28% | 2 |
|
|
2022
Q4 | $11.2M | Sell |
46,745
-19
| -0% | -$4.56K | 10.21% | 2 |
|
|
2022
Q3 | $10.9M | Sell |
46,764
-2,125
| -4% | -$495K | 10.79% | 3 |
|
|
2022
Q2 | $12.7M | Buy |
48,889
+386
| +0.8% | +$100K | 11.81% | 2 |
|
|
2022
Q1 | $15.2M | Sell |
48,503
-1,538
| -3% | -$483K | 11.65% | 2 |
|
|
2021
Q4 | $16.8M | Buy |
+50,041
| New | +$16.8M | 13.46% | 2 |
|