GIM
Generate Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Sell |
204,799
-5,999
| -3% | -$2.98M | 5.65% | 2 |
|
|
2025
Q1 | $79.1M | Buy |
210,798
+14,643
| +7% | +$5.5M | 5.55% | 4 |
|
|
2024
Q4 | $82.7M | Buy |
196,155
+29,891
| +18% | +$12.6M | 5.78% | 2 |
|
|
2024
Q3 | $71.5M | Sell |
166,264
-17,461
| -10% | -$7.51M | 4.78% | 2 |
|
|
2024
Q2 | $82.1M | Buy |
183,725
+17,961
| +11% | +$8.03M | 4.83% | 2 |
|
|
2024
Q1 | $69.7M | Sell |
165,764
-20,059
| -11% | -$8.44M | 5.06% | 1 |
|
|
2023
Q4 | $69.9M | Buy |
+185,823
| New | +$69.9M | 6.04% | 1 |
|