Ground Swell Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,169
| Closed | -$493K | – | 216 |
|
|
2024
Q4 | $493K | Sell |
1,169
-20,462
| -95% | -$8.62M | 0.74% | 20 |
|
|
2024
Q3 | $9.31M | Buy |
+21,631
| New | +$9.31M | 8.19% | 2 |
|
|
2024
Q1 | – | Sell |
-3,242
| Closed | -$1.22M | – | 102 |
|
|
2023
Q4 | $1.22M | Buy |
+3,242
| New | +$1.22M | 4.48% | 3 |
|
|
2022
Q4 | – | Sell |
-2,944
| Closed | -$686K | – | 120 |
|
|
2022
Q3 | $686K | Buy |
2,944
+567
| +24% | +$132K | 1.95% | 14 |
|
|
2022
Q2 | $610K | Buy |
+2,377
| New | +$610K | 1.12% | 9 |
|
|
2022
Q1 | – | Sell |
-1,468
| Closed | -$494K | – | 95 |
|
|
2021
Q4 | $494K | Buy |
+1,468
| New | +$494K | 2.87% | 6 |
|
|
2014
Q3 | $644K | Buy |
13,885
+5,429
| +64% | +$252K | 1.22% | 4 |
|
|
2014
Q2 | $353K | Buy |
+8,456
| New | +$353K | 0.69% | 11 |
|