Herold Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
32,554
-5,203
| -14% | -$2.59M | 3.39% | 2 |
|
|
2025
Q1 | $14.2M | Sell |
37,757
-347
| -0.9% | -$130K | 3.11% | 3 |
|
|
2024
Q4 | $16.1M | Buy |
38,104
+46
| +0.1% | +$19.4K | 3.5% | 3 |
|
|
2024
Q3 | $16.4M | Sell |
38,058
-123
| -0.3% | -$52.9K | 3.56% | 2 |
|
|
2024
Q2 | $17.1M | Buy |
38,181
+448
| +1% | +$200K | 3.95% | 2 |
|
|
2024
Q1 | $15.9M | Sell |
37,733
-678
| -2% | -$285K | 3.84% | 2 |
|
|
2023
Q4 | $14.4M | Sell |
38,411
-1,217
| -3% | -$458K | 4% | 2 |
|
|
2023
Q3 | $12.5M | Sell |
39,628
-1,890
| -5% | -$597K | 3.81% | 2 |
|
|
2023
Q2 | $14.1M | Buy |
41,518
+397
| +1% | +$135K | 4.33% | 2 |
|
|
2023
Q1 | $11.9M | Buy |
41,121
+217
| +0.5% | +$62.6K | 4.1% | 2 |
|
|
2022
Q4 | $9.81M | Buy |
40,904
+5,943
| +17% | +$1.43M | 4.15% | 2 |
|
|
2022
Q3 | $8.14M | Buy |
34,961
+1,795
| +5% | +$418K | 3.91% | 2 |
|
|
2022
Q2 | $8.52M | Buy |
33,166
+454
| +1% | +$117K | 3.8% | 2 |
|
|
2022
Q1 | $10.1M | Buy |
32,712
+1,173
| +4% | +$362K | 3.59% | 2 |
|
|
2021
Q4 | $10.6M | Sell |
31,539
-1,268
| -4% | -$426K | 4.12% | 2 |
|
|
2021
Q3 | $9.25M | Buy |
+32,807
| New | +$9.25M | 3.6% | 2 |
|