Financial Insights’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Sell |
45,626
-2,485
| -5% | -$1.04M | 5.47% | 4 |
|
|
2025
Q4 | $23.3M | Sell |
48,111
-678
| -1% | -$340K | 7.8% | 3 |
|
|
2025
Q3 | $25.3M | Buy |
48,789
+452
| +0.9% | +$231K | 8.37% | 2 |
|
|
2025
Q2 | $24M | Sell |
48,337
-1,177
| -2% | -$511K | 8.78% | 3 |
|
|
2025
Q1 | $18.6M | Sell |
49,514
-26
| -0.1% | -$10.6K | 7.4% | 3 |
|
|
2024
Q4 | $20.9M | Sell |
49,540
-12,822
| -21% | -$5.46M | 7.75% | 3 |
|
|
2024
Q3 | $26.8M | Sell |
62,362
-14,517
| -19% | -$6.21M | 8.47% | 1 |
|
|
2024
Q2 | $34.4M | Buy |
76,879
+543
| +0.7% | +$229K | 9.55% | 1 |
|
|
2024
Q1 | $32.1M | Buy |
76,336
+3,562
| +5% | +$1.44M | 8.96% | 1 |
|
|
2023
Q4 | $27.4M | Buy |
72,774
+386
| +0.5% | +$137K | 8.56% | 1 |
|
|
2023
Q3 | $24.5M | Buy |
72,388
+247
| +0.3% | +$81.6K | 8.74% | 1 |
|
|
2023
Q2 | $24.6M | Sell |
72,141
-2,971
| -4% | -$931K | 9.02% | 1 |
|
|
2023
Q1 | $21.7M | Sell |
75,112
-1,705
| -2% | -$435K | 8.82% | 1 |
|
|
2022
Q4 | $18.4M | Buy |
76,817
+4,875
| +7% | +$1.17M | 8.72% | 1 |
|
|
2022
Q3 | $16.8M | Buy |
71,942
+22,352
| +45% | +$5.9M | 11.27% | 1 |
|
|
2022
Q2 | $12.7M | Sell |
49,590
-208
| -0.4% | -$56.5K | 12.93% | 1 |
|
|
2022
Q1 | $15.4M | Buy |
49,798
+232
| +0.5% | +$69.8K | 14.11% | 1 |
|
|
2021
Q4 | $16.7M | Sell |
49,566
-107
| -0.2% | -$34.7K | 14.38% | 1 |
|
|
2021
Q3 | $14M | Sell |
49,673
-41
| -0.1% | -$11.9K | 12.88% | 1 |
|
|
2021
Q2 | $135M | Sell |
49,714
-89
| -0.2% | -$22.6K | 11.15% | 1 |
|
|
2021
Q1 | $11.7M | Sell |
49,803
-487
| -1% | -$113K | 8.67% | 1 |
|
|
2020
Q4 | $11.2M | Buy |
50,290
+34
| +0.1% | +$7.31K | 8.67% | 1 |
|
|
2020
Q3 | $10.6M | Buy |
50,256
+49,148
| +4,436% | +$10.3M | 9% | 1 |
|
|
2020
Q2 | $10.2K | Sell |
1,108
-49,206
| -98% | -$8.93M | 9.09% | 1 |
|
|
2020
Q1 | $7.93M | Buy |
50,314
+75
| +0.1% | +$12.3K | 8.36% | 3 |
|
|
2019
Q4 | $7.92M | Sell |
50,239
-7
| -0% | -$1.03K | 6.95% | 5 |
|
|
2019
Q3 | $6.99M | Sell |
50,246
-151
| -0.3% | -$20.8K | 6.69% | 5 |
|
|
2019
Q2 | $6.84M | Buy |
50,397
+215
| +0.4% | +$27.3K | 6.95% | 5 |
|
|
2019
Q1 | $6.55M | Sell |
50,182
-987
| -2% | -$108K | 6.83% | 5 |
|
|
2018
Q4 | $5.34M | Buy |
+51,169
| New | +$5.48M | 5.97% | 5 |
|
Other funds holding MSFT
VCM
VPM
