FFM
Forum Financial Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4M | Buy |
81,202
+269
| +0.3% | +$134K | 0.61% | 16 |
|
|
2025
Q1 | $30.4M | Buy |
80,933
+1,229
| +2% | +$461K | 0.5% | 17 |
|
|
2024
Q4 | $33.6M | Buy |
79,704
+29,759
| +60% | +$12.5M | 0.56% | 16 |
|
|
2024
Q3 | $21.5M | Buy |
49,945
+919
| +2% | +$395K | 0.36% | 19 |
|
|
2024
Q2 | $21.9M | Buy |
49,026
+1,036
| +2% | +$463K | 0.4% | 19 |
|
|
2024
Q1 | $20.2M | Sell |
47,990
-14
| -0% | -$5.89K | 0.35% | 18 |
|
|
2023
Q4 | $18.1M | Buy |
48,004
+1,593
| +3% | +$599K | 0.34% | 20 |
|
|
2023
Q3 | $14.7M | Sell |
46,411
-530
| -1% | -$167K | 0.32% | 20 |
|
|
2023
Q2 | $16M | Sell |
46,941
-1,626
| -3% | -$554K | 0.36% | 19 |
|
|
2023
Q1 | $14M | Sell |
48,567
-104
| -0.2% | -$30K | 0.4% | 22 |
|
|
2022
Q4 | $11.7M | Sell |
48,671
-1,223
| -2% | -$293K | 0.38% | 22 |
|
|
2022
Q3 | $11.6M | Buy |
49,894
+2,920
| +6% | +$680K | 0.56% | 15 |
|
|
2022
Q2 | $12.1M | Buy |
46,974
+1,253
| +3% | +$322K | 0.61% | 11 |
|
|
2022
Q1 | $14.1M | Sell |
45,721
-1,385
| -3% | -$427K | 0.68% | 10 |
|
|
2021
Q4 | $15.8M | Buy |
+47,106
| New | +$15.8M | 0.82% | 7 |
|