Holt Capital Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Hold |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $798K | Buy |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $952K | Hold |
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|
2021
Q3 | $798K | Hold |
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|
2021
Q2 | $767K | Hold |
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|
2021
Q1 | $667K | Hold |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $572K | Hold |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $210K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $115K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $92K | Hold |
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|
2015
Q2 | $92K | Hold |
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|
2015
Q1 | $84K | Hold |
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|
2014
Q4 | $96K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $87K | Hold |
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|
2014
Q1 | $85K | Hold |
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|
2013
Q4 | $78K | Buy |
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