Family Capital Trust’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.59M Buy
9,238
+1,062
+13% +$528K 1.59% 22
2025
Q1
$3.07M Buy
8,176
+6,993
+591% +$2.63M 1.1% 25
2024
Q4
$499K Sell
1,183
-100
-8% -$42.2K 0.17% 35
2024
Q3
$552K Hold
1,283
0.18% 33
2024
Q2
$573K Hold
1,283
0.19% 33
2024
Q1
$540K Hold
1,283
0.19% 33
2023
Q4
$482K Hold
1,283
0.15% 36
2023
Q3
$405K Sell
1,283
-100
-7% -$31.6K 0.14% 32
2023
Q2
$471K Hold
1,383
0.16% 34
2023
Q1
$399K Hold
1,383
0.15% 34
2022
Q4
$332K Hold
1,383
0.13% 36
2022
Q3
$322K Hold
1,383
0.15% 35
2022
Q2
$355K Hold
1,383
0.14% 36
2022
Q1
$426K Sell
1,383
-665
-32% -$205K 0.14% 35
2021
Q4
$689K Buy
2,048
+998
+95% +$336K 0.19% 32
2021
Q3
$296K Hold
1,050
0.08% 39
2021
Q2
$284K Hold
1,050
0.08% 39
2021
Q1
$248K Hold
1,050
0.08% 40
2020
Q4
$234K Hold
1,050
0.07% 40
2020
Q3
$221K Hold
1,050
0.07% 41
2020
Q2
$214K Sell
1,050
-1,150
-52% -$234K 0.08% 43
2020
Q1
$356K Hold
2,200
0.14% 36
2019
Q4
$347K Hold
2,200
0.13% 36
2019
Q3
$306K Hold
2,200
0.13% 36
2019
Q2
$295K Hold
2,200
0.12% 37
2019
Q1
$259K Hold
2,200
0.11% 39
2018
Q4
$223K Hold
2,200
0.11% 39
2018
Q3
$252K Hold
2,200
0.11% 39
2018
Q2
$217K Hold
2,200
0.1% 41
2018
Q1
$201K Hold
2,200
0.09% 41
2017
Q4
$188K Buy
+2,200
New +$188K 0.09% 42
2017
Q1
Sell
-1,456
Closed -$90K 64
2016
Q4
$90K Sell
1,456
-4
-0.3% -$247 0.05% 54
2016
Q3
$84K Hold
1,460
0.05% 56
2016
Q2
$75K Hold
1,460
0.04% 56
2016
Q1
$81K Buy
1,460
+45
+3% +$2.5K 0.05% 54
2015
Q4
$78K Hold
1,415
0.04% 49
2015
Q3
$63K Buy
+1,415
New +$63K 0.04% 60