Financial Perspectives’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
33,659
+549
| +2% | +$273K | 5.06% | 4 |
|
|
2025
Q1 | $12.4M | Sell |
33,110
-427
| -1% | -$160K | 4.26% | 6 |
|
|
2024
Q4 | $14.1M | Buy |
33,537
+541
| +2% | +$228K | 4.75% | 5 |
|
|
2024
Q3 | $14.2M | Sell |
32,996
-22
| -0.1% | -$9.47K | 4.92% | 4 |
|
|
2024
Q2 | $14.8M | Buy |
33,018
+4
| +0% | +$1.79K | 5.45% | 3 |
|
|
2024
Q1 | $13.9M | Sell |
33,014
-55
| -0.2% | -$23.1K | 5.26% | 3 |
|
|
2023
Q4 | $12.4M | Sell |
33,069
-24
| -0.1% | -$9.03K | 5.05% | 4 |
|
|
2023
Q3 | $10.4M | Buy |
33,093
+33
| +0.1% | +$10.4K | 4.78% | 5 |
|
|
2023
Q2 | $11.3M | Buy |
33,060
+3
| +0% | +$1.02K | 4.95% | 5 |
|
|
2023
Q1 | $9.53M | Buy |
33,057
+4
| +0% | +$1.15K | 4.55% | 5 |
|
|
2022
Q4 | $7.93M | Sell |
33,053
-1,032
| -3% | -$247K | 4.06% | 5 |
|
|
2022
Q3 | $7.94M | Buy |
34,085
+1,185
| +4% | +$276K | 4.45% | 5 |
|
|
2022
Q2 | $8.45M | Buy |
32,900
+2
| +0% | +$514 | 4.77% | 5 |
|
|
2022
Q1 | $10.1M | Buy |
32,898
+352
| +1% | +$109K | 4.74% | 5 |
|
|
2021
Q4 | $10.9M | Buy |
32,546
+1
| +0% | +$336 | 5.18% | 5 |
|
|
2021
Q3 | $9.18M | Buy |
32,545
+301
| +0.9% | +$84.9K | 4.62% | 4 |
|
|
2021
Q2 | $8.73M | Sell |
32,244
-7,577,903
| -100% | -$2.05B | 4.25% | 4 |
|
|
2021
Q1 | $32.3M | Buy |
7,610,147
+7,578,155
| +23,688% | +$32.1M | 1.6% | 11 |
|
|
2020
Q4 | $7.12M | Buy |
31,992
+2,226
| +7% | +$495K | 4.04% | 5 |
|
|
2020
Q3 | $6.26M | Buy |
29,766
+1,326
| +5% | +$279K | 4.12% | 7 |
|
|
2020
Q2 | $5.79M | Buy |
28,440
+30
| +0.1% | +$6.11K | 4.14% | 5 |
|
|
2020
Q1 | $4.48M | Buy |
28,410
+2,882
| +11% | +$455K | 3.62% | 6 |
|
|
2019
Q4 | $4.03M | Buy |
+25,528
| New | +$4.03M | 2.75% | 7 |
|