GB
Goepper Burkhardt’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
11,148
+681
| +7% | +$339K | 2.04% | 16 |
|
|
2025
Q1 | $3.93M | Buy |
10,467
+1,168
| +13% | +$438K | 1.57% | 19 |
|
|
2024
Q4 | $3.92M | Sell |
9,299
-78
| -0.8% | -$32.9K | 1.59% | 19 |
|
|
2024
Q3 | $4.04M | Buy |
9,377
+520
| +6% | +$224K | 1.66% | 18 |
|
|
2024
Q2 | $3.96M | Buy |
8,857
+4
| +0% | +$1.79K | 1.79% | 19 |
|
|
2024
Q1 | $3.67M | Buy |
8,853
+901
| +11% | +$374K | 1.71% | 18 |
|
|
2023
Q4 | $3.34M | Buy |
7,952
+657
| +9% | +$276K | 1.66% | 17 |
|
|
2023
Q3 | $2.3M | Buy |
7,295
+88
| +1% | +$27.8K | 1.41% | 16 |
|
|
2023
Q2 | $2.45M | Sell |
7,207
-63
| -0.9% | -$21.5K | 1.48% | 15 |
|
|
2023
Q1 | $2.1M | Sell |
7,270
-63
| -0.9% | -$18.2K | 1.37% | 15 |
|
|
2022
Q4 | $1.76M | Buy |
7,333
+908
| +14% | +$218K | 1.23% | 17 |
|
|
2022
Q3 | $1.5M | Buy |
6,425
+101
| +2% | +$23.5K | 1.11% | 16 |
|
|
2022
Q2 | $1.62M | Buy |
6,324
+10
| +0.2% | +$2.57K | 1.14% | 16 |
|
|
2022
Q1 | $1.95M | Buy |
6,314
+620
| +11% | +$191K | 1.18% | 15 |
|
|
2021
Q4 | $1.92M | Buy |
5,694
+57
| +1% | +$19.2K | 1.14% | 15 |
|
|
2021
Q3 | $1.59M | Hold |
5,637
| – | – | 1.01% | 17 |
|
|
2021
Q2 | $1.53M | Buy |
5,637
+238
| +4% | +$64.5K | 0.96% | 17 |
|
|
2021
Q1 | $1.27M | Sell |
5,399
-546
| -9% | -$129K | 0.87% | 18 |
|
|
2020
Q4 | $1.32M | Buy |
+5,945
| New | +$1.32M | 0.96% | 16 |
|