Exchange Bank’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.65M Sell
9,349
-198
-2% -$98.5K 3.68% 3
2025
Q1
$3.58M Sell
9,547
-129
-1% -$48.4K 2.89% 7
2024
Q4
$4.08M Buy
9,676
+169
+2% +$71.2K 3.28% 3
2024
Q3
$4.09M Sell
9,507
-269
-3% -$116K 3.35% 3
2024
Q2
$4.37M Sell
9,776
-652
-6% -$291K 3.71% 3
2024
Q1
$4.39M Sell
10,428
-285
-3% -$120K 3.61% 4
2023
Q4
$4.03M Sell
10,713
-775
-7% -$291K 3.49% 5
2023
Q3
$3.63M Buy
11,488
+129
+1% +$40.7K 3.48% 5
2023
Q2
$3.87M Buy
+11,359
New +$3.87M 3.74% 5