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Gibson Capital’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
3,121
-740
-19% -$368K 0.31% 18
2025
Q1
$1.45M Buy
3,861
+126
+3% +$47.3K 0.31% 18
2024
Q4
$1.57M Buy
3,735
+655
+21% +$276K 0.32% 18
2024
Q3
$1.33M Hold
3,080
0.27% 18
2024
Q2
$1.38M Sell
3,080
-10
-0.3% -$4.47K 0.3% 16
2024
Q1
$1.3M Buy
3,090
+10
+0.3% +$4.21K 0.28% 16
2023
Q4
$1.16M Buy
3,080
+1,140
+59% +$429K 0.27% 16
2023
Q3
$613K Buy
1,940
+1
+0.1% +$316 0.17% 22
2023
Q2
$660K Sell
1,939
-639
-25% -$218K 0.17% 20
2023
Q1
$743K Buy
2,578
+14
+0.5% +$4.04K 0.2% 20
2022
Q4
$615K Hold
2,564
0.18% 19
2022
Q3
$598K Hold
2,564
0.19% 18
2022
Q2
$657K Buy
2,564
+1,235
+93% +$316K 0.19% 17
2022
Q1
$407K Buy
1,329
+12
+0.9% +$3.68K 0.1% 23
2021
Q4
$440K Hold
1,317
0.1% 24
2021
Q3
$370K Buy
1,317
+325
+33% +$91.3K 0.1% 25
2021
Q2
$268K Hold
992
0.07% 32
2021
Q1
$233K Hold
992
0.07% 34
2020
Q4
$220K Hold
992
0.06% 33
2020
Q3
$207K Hold
992
0.07% 32
2020
Q2
$200K Buy
+992
New +$200K 0.07% 33
2020
Q1
Sell
-2,056
Closed -$321K 38
2019
Q4
$321K Sell
2,056
-417
-17% -$65.1K 0.11% 32
2019
Q3
$340K Buy
+2,473
New +$340K 0.12% 28