Hixon Zuercher’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
18,409
+2,114
| +13% | +$1.05M | 2.96% | 4 |
|
|
2025
Q1 | $6.12M | Buy |
16,295
+1,071
| +7% | +$402K | 2.16% | 14 |
|
|
2024
Q4 | $6.42M | Buy |
15,224
+37
| +0.2% | +$15.6K | 2.47% | 14 |
|
|
2024
Q3 | $6.54M | Sell |
15,187
-1,770
| -10% | -$762K | 2.56% | 11 |
|
|
2024
Q2 | $7.58M | Sell |
16,957
-4,011
| -19% | -$1.79M | 3.19% | 9 |
|
|
2024
Q1 | $8.82M | Sell |
20,968
-2,649
| -11% | -$1.11M | 3.73% | 3 |
|
|
2023
Q4 | $8.88M | Buy |
23,617
+588
| +3% | +$221K | 4.12% | 3 |
|
|
2023
Q3 | $7.27M | Buy |
23,029
+568
| +3% | +$179K | 3.81% | 4 |
|
|
2023
Q2 | $7.65M | Buy |
22,461
+183
| +0.8% | +$62.3K | 3.85% | 5 |
|
|
2023
Q1 | $6.42M | Sell |
22,278
-11,574
| -34% | -$3.34M | 3.81% | 5 |
|
|
2022
Q4 | $8.12M | Buy |
33,852
+779
| +2% | +$187K | 5% | 2 |
|
|
2022
Q3 | $7.7M | Buy |
33,073
+1,569
| +5% | +$365K | 4.92% | 2 |
|
|
2022
Q2 | $8.09M | Buy |
31,504
+349
| +1% | +$89.6K | 5.24% | 2 |
|
|
2022
Q1 | $9.61M | Buy |
31,155
+215
| +0.7% | +$66.3K | 5.16% | 2 |
|
|
2021
Q4 | $10.4M | Buy |
30,940
+332
| +1% | +$112K | 5.23% | 3 |
|
|
2021
Q3 | $8.63M | Buy |
30,608
+510
| +2% | +$144K | 5.04% | 2 |
|
|
2021
Q2 | $8.15M | Sell |
30,098
-818
| -3% | -$222K | 4.91% | 2 |
|
|
2021
Q1 | $7.29M | Buy |
30,916
+719
| +2% | +$170K | 4.82% | 2 |
|
|
2020
Q4 | $6.72M | Sell |
30,197
-15
| -0% | -$3.34K | 4.68% | 2 |
|
|
2020
Q3 | $6.36M | Buy |
30,212
+157
| +0.5% | +$33K | 4.88% | 2 |
|
|
2020
Q2 | $6.12M | Buy |
30,055
+1,775
| +6% | +$361K | 5.26% | 2 |
|
|
2020
Q1 | $4.46M | Sell |
28,280
-2,753
| -9% | -$434K | 6.43% | 2 |
|
|
2019
Q4 | $4.89M | Buy |
+31,033
| New | +$4.89M | 4.66% | 3 |
|