FIM
Freedom Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
23,810
-893
| -4% | -$444K | 0.95% | 19 |
|
|
2025
Q1 | $9.27M | Buy |
24,703
+871
| +4% | +$327K | 0.78% | 22 |
|
|
2024
Q4 | $10M | Sell |
23,832
-1,719
| -7% | -$725K | 0.83% | 23 |
|
|
2024
Q3 | $11M | Buy |
25,551
+2,401
| +10% | +$1.03M | 0.88% | 20 |
|
|
2024
Q2 | $10.3M | Buy |
23,150
+283
| +1% | +$126K | 0.85% | 23 |
|
|
2024
Q1 | $9.62M | Buy |
22,867
+736
| +3% | +$310K | 0.77% | 23 |
|
|
2023
Q4 | $8.32M | Buy |
22,131
+291
| +1% | +$109K | 0.68% | 27 |
|
|
2023
Q3 | $6.9M | Buy |
21,840
+6,899
| +46% | +$2.18M | 0.84% | 15 |
|
|
2023
Q2 | $5.09M | Buy |
14,941
+475
| +3% | +$162K | 0.57% | 26 |
|
|
2023
Q1 | $4.17M | Sell |
14,466
-2,093
| -13% | -$603K | 0.47% | 40 |
|
|
2022
Q4 | $3.97M | Sell |
16,559
-1,904
| -10% | -$457K | 0.45% | 45 |
|
|
2022
Q3 | $4.3M | Sell |
18,463
-1,466
| -7% | -$341K | 0.5% | 40 |
|
|
2022
Q2 | $5.12M | Buy |
19,929
+2,562
| +15% | +$658K | 0.55% | 28 |
|
|
2022
Q1 | $5.35M | Sell |
17,367
-6,461
| -27% | -$1.99M | 0.48% | 44 |
|
|
2021
Q4 | $8.01M | Sell |
23,828
-2,128
| -8% | -$716K | 0.59% | 22 |
|
|
2021
Q3 | $7.32M | Sell |
25,956
-370
| -1% | -$104K | 0.56% | 27 |
|
|
2021
Q2 | $7.13M | Buy |
26,326
+1,229
| +5% | +$333K | 0.53% | 28 |
|
|
2021
Q1 | $5.92M | Sell |
25,097
-1,689
| -6% | -$398K | 0.46% | 39 |
|
|
2020
Q4 | $5.96M | Sell |
26,786
-3,088
| -10% | -$687K | 0.65% | 26 |
|
|
2020
Q3 | $6.28M | Sell |
29,874
-4,460
| -13% | -$938K | 0.68% | 24 |
|
|
2020
Q2 | $6.99M | Sell |
34,334
-2,427
| -7% | -$494K | 0.76% | 22 |
|
|
2020
Q1 | $6.76M | Sell |
36,761
-372
| -1% | -$68.4K | 0.6% | 26 |
|
|
2019
Q4 | $5.86M | Buy |
37,133
+256
| +0.7% | +$40.4K | 0.52% | 32 |
|
|
2019
Q3 | $5.13M | Sell |
36,877
-1,264
| -3% | -$176K | 0.45% | 39 |
|
|
2019
Q2 | $5.11M | Sell |
38,141
-2,225
| -6% | -$298K | 0.43% | 43 |
|
|
2019
Q1 | $4.76M | Buy |
40,366
+1,177
| +3% | +$139K | 0.38% | 46 |
|
|
2018
Q4 | $3.98M | Buy |
39,189
+651
| +2% | +$66.1K | 0.31% | 48 |
|
|
2018
Q3 | $4.31M | Sell |
38,538
-7,462
| -16% | -$834K | 0.27% | 51 |
|
|
2018
Q2 | $4.54M | Buy |
46,000
+1,524
| +3% | +$150K | 0.27% | 44 |
|
|
2018
Q1 | $4.06M | Sell |
44,476
-746
| -2% | -$68.1K | 0.21% | 69 |
|
|
2017
Q4 | $3.87M | Sell |
45,222
-2,066
| -4% | -$177K | 0.2% | 60 |
|
|
2017
Q3 | $3.52M | Buy |
47,288
+2,462
| +5% | +$183K | 0.19% | 59 |
|
|
2017
Q2 | $3.09M | Buy |
44,826
+2,699
| +6% | +$186K | 0.18% | 67 |
|
|
2017
Q1 | $2.77M | Sell |
42,127
-4,332
| -9% | -$285K | 0.16% | 77 |
|
|
2016
Q4 | $2.89M | Buy |
46,459
+2,784
| +6% | +$173K | 0.18% | 59 |
|
|
2016
Q3 | $2.52M | Buy |
43,675
+6,537
| +18% | +$377K | 0.16% | 71 |
|
|
2016
Q2 | $1.9M | Sell |
37,138
-3,758
| -9% | -$192K | 0.13% | 88 |
|
|
2016
Q1 | $2.26M | Buy |
40,896
+6,831
| +20% | +$377K | 0.16% | 71 |
|
|
2015
Q4 | $1.89M | Buy |
34,065
+18,163
| +114% | +$1.01M | 0.14% | 93 |
|
|
2015
Q3 | $785K | Sell |
15,902
-8,560
| -35% | -$423K | 0.08% | 213 |
|
|
2015
Q2 | $1.08M | Buy |
24,462
+1,872
| +8% | +$82.6K | 0.11% | 141 |
|
|
2015
Q1 | $918K | Buy |
22,590
+2,203
| +11% | +$89.5K | 0.1% | 159 |
|
|
2014
Q4 | $947K | Buy |
20,387
+3,970
| +24% | +$184K | 0.12% | 136 |
|
|
2014
Q3 | $761K | Buy |
16,417
+514
| +3% | +$23.8K | 0.13% | 139 |
|
|
2014
Q2 | $663K | Sell |
15,903
-1,547
| -9% | -$64.5K | 0.11% | 163 |
|
|
2014
Q1 | $715K | Buy |
17,450
+86
| +0.5% | +$3.52K | 0.15% | 115 |
|
|
2013
Q4 | $650K | Buy |
17,364
+160
| +0.9% | +$5.99K | 0.16% | 114 |
|
|
2013
Q3 | $573K | Sell |
17,204
-4,194
| -20% | -$140K | 0.16% | 104 |
|
|
2013
Q2 | $739K | Buy |
+21,398
| New | +$739K | 0.25% | 70 |
|