GIM
Guild Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Hold |
6,023
| – | – | 2.6% | 12 |
|
|
2025
Q1 | $2.26M | Sell |
6,023
-7
| -0.1% | -$2.63K | 2.38% | 17 |
|
|
2024
Q4 | $2.54M | Hold |
6,030
| – | – | 2.77% | 15 |
|
|
2024
Q3 | $2.59M | Sell |
6,030
-37
| -0.6% | -$15.9K | 2.85% | 15 |
|
|
2024
Q2 | $2.71M | Sell |
6,067
-62
| -1% | -$27.7K | 3.1% | 13 |
|
|
2024
Q1 | $2.58M | Buy |
6,129
+362
| +6% | +$152K | 3.3% | 11 |
|
|
2023
Q4 | $2.17M | Sell |
5,767
-309
| -5% | -$116K | 3.44% | 10 |
|
|
2023
Q3 | $1.92M | Buy |
6,076
+114
| +2% | +$36K | 3.22% | 8 |
|
|
2023
Q2 | $2.03M | Buy |
5,962
+461
| +8% | +$157K | 2.86% | 10 |
|
|
2023
Q1 | $1.59M | Sell |
5,501
-695
| -11% | -$200K | 2.43% | 12 |
|
|
2022
Q4 | $1.49M | Sell |
6,196
-220
| -3% | -$52.8K | 2.54% | 12 |
|
|
2022
Q3 | $1.49M | Buy |
6,416
+100
| +2% | +$23.3K | 2.56% | 14 |
|
|
2022
Q2 | $1.64M | Sell |
6,316
-3,964
| -39% | -$1.03M | 2.47% | 12 |
|
|
2022
Q1 | $3.17M | Buy |
10,280
+10
| +0.1% | +$3.08K | 3.24% | 8 |
|
|
2021
Q4 | $3.45M | Sell |
10,270
-2,770
| -21% | -$932K | 3.49% | 9 |
|
|
2021
Q3 | $3.68M | Buy |
13,040
+2,725
| +26% | +$768K | 3.54% | 9 |
|
|
2021
Q2 | $2.79M | Buy |
10,315
+42
| +0.4% | +$11.4K | 2.71% | 12 |
|
|
2021
Q1 | $2.42M | Buy |
10,273
+2,523
| +33% | +$595K | 2.59% | 13 |
|
|
2020
Q4 | $1.72M | Buy |
7,750
+100
| +1% | +$22.2K | 1.9% | 21 |
|
|
2020
Q3 | $1.61M | Sell |
7,650
-1,170
| -13% | -$246K | 2.21% | 15 |
|
|
2020
Q2 | $1.8M | Buy |
8,820
+620
| +8% | +$126K | 2.55% | 13 |
|
|
2020
Q1 | $1.29M | Sell |
8,200
-710
| -8% | -$112K | 2.81% | 14 |
|
|
2019
Q4 | $1.41M | Buy |
8,910
+290
| +3% | +$45.7K | 1.8% | 23 |
|
|
2019
Q3 | $1.2M | Buy |
8,620
+20
| +0.2% | +$2.78K | 1.65% | 29 |
|
|
2019
Q2 | $1.15M | Sell |
8,600
-3,080
| -26% | -$413K | 1.7% | 26 |
|
|
2019
Q1 | $1.38M | Buy |
+11,680
| New | +$1.38M | 1.8% | 23 |
|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$311K | – | 38 |
|
|
2016
Q4 | $311K | Buy |
+5,000
| New | +$311K | 0.28% | 23 |
|
|
2016
Q1 | – | Sell |
-18,000
| Closed | -$999K | – | 26 |
|
|
2015
Q4 | $999K | Buy |
+18,000
| New | +$999K | 3.21% | 7 |
|