First Wilshire Securities Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.99M | Hold |
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2025
Q1 | $1.5M | Hold |
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2024
Q4 | $1.69M | Hold |
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2024
Q3 | $1.72M | Hold |
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2024
Q2 | $1.79M | Hold |
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2024
Q1 | $1.68M | Hold |
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2023
Q4 | $1.5M | Hold |
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2023
Q3 | $1.26M | Hold |
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2023
Q2 | $1.36M | Hold |
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2023
Q1 | $1.15M | Hold |
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2022
Q4 | $959K | Hold |
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2022
Q3 | $932K | Hold |
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2022
Q2 | $1.03M | Buy |
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2022
Q1 | $1.16M | Hold |
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2021
Q4 | $1.26M | Hold |
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2021
Q3 | $1.06M | Hold |
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2021
Q2 | $1.02M | Buy |
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2021
Q1 | $825K | Sell |
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2020
Q4 | $812K | Hold |
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2020
Q3 | $768K | Sell |
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2020
Q2 | $802K | Sell |
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2020
Q1 | $643K | Sell |
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2019
Q4 | $676K | Hold |
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2019
Q3 | $596K | Sell |
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2019
Q2 | $583K | Hold |
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2019
Q1 | $513K | Hold |
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2018
Q4 | $442K | Hold |
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2018
Q3 | $498K | Hold |
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2018
Q2 | $429K | Hold |
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2018
Q1 | $397K | Hold |
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2017
Q4 | $372K | Sell |
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2017
Q3 | $548K | Hold |
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2017
Q2 | $507K | Hold |
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2017
Q1 | $484K | Hold |
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2016
Q4 | $457K | Sell |
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2016
Q3 | $711K | Hold |
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2016
Q2 | $632K | Hold |
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2016
Q1 | $682K | Hold |
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2015
Q4 | $685K | Hold |
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2015
Q3 | $547K | Sell |
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2015
Q2 | $567K | Hold |
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2015
Q1 | $522K | Sell |
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2014
Q4 | $607K | Hold |
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2014
Q3 | $606K | Hold |
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2014
Q2 | $545K | Buy |
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2014
Q1 | $498K | Hold |
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2013
Q4 | $455K | Hold |
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2013
Q3 | $404K | Buy |
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2013
Q2 | $390K | Buy |
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