FAM
Fulcrum Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
+23,037
| New | +$11.5M | 8.81% | 2 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 128 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 169 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 171 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 136 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 93 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 55 |
|
|
2020
Q3 | – | Sell |
-8,867
| Closed | -$1.89M | – | 8 |
|
|
2020
Q2 | $1.89M | Buy |
+8,867
| New | +$1.89M | 0.63% | 55 |
|