Harvest Investment Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
3,203
-56
-2% -$27.9K 0.36% 78
2025
Q1
$1.22M Buy
3,259
+79
+2% +$29.7K 0.34% 72
2024
Q4
$1.34M Sell
3,180
-544
-15% -$229K 0.33% 87
2024
Q3
$1.6M Buy
3,724
+586
+19% +$252K 0.51% 54
2024
Q2
$1.4M Sell
3,138
-4
-0.1% -$1.79K 0.56% 47
2024
Q1
$1.32M Sell
3,142
-108
-3% -$45.4K 0.53% 53
2023
Q4
$1.22M Sell
3,250
-96
-3% -$36.1K 0.56% 52
2023
Q3
$1.06M Buy
3,346
+1,281
+62% +$404K 0.68% 40
2023
Q2
$703K Buy
2,065
+942
+84% +$321K 0.4% 77
2023
Q1
$324K Sell
1,123
-616
-35% -$178K 0.25% 87
2022
Q4
$417K Sell
1,739
-290
-14% -$69.5K 0.45% 71
2022
Q3
$472K Sell
2,029
-10
-0.5% -$2.33K 0.58% 57
2022
Q2
$523K Sell
2,039
-136
-6% -$34.9K 0.4% 66
2022
Q1
$670K Sell
2,175
-340
-14% -$105K 0.4% 74
2021
Q4
$846K Sell
2,515
-1,711
-40% -$576K 0.36% 82
2021
Q3
$1.19M Buy
4,226
+40
+1% +$11.3K 0.49% 59
2021
Q2
$1.13M Buy
4,186
+206
+5% +$55.8K 0.48% 54
2021
Q1
$938K Buy
3,980
+266
+7% +$62.7K 0.42% 65
2020
Q4
$826K Sell
3,714
-981
-21% -$218K 0.43% 67
2020
Q3
$987K Sell
4,695
-420
-8% -$88.3K 0.57% 46
2020
Q2
$1.04M Buy
5,115
+278
+6% +$56.5K 0.62% 38
2020
Q1
$762K Sell
4,837
-2,417
-33% -$381K 1.01% 29
2019
Q4
$1.14M Buy
7,254
+1,827
+34% +$288K 0.61% 37
2019
Q3
$743K Buy
5,427
+759
+16% +$104K 0.37% 58
2019
Q2
$633K Buy
4,668
+365
+8% +$49.5K 0.36% 67
2019
Q1
$512K Buy
+4,303
New +$512K 0.3% 73