HPM
Hoxton Planning & Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
11,294
+199
| +2% | +$99K | 1.94% | 8 |
|
|
2025
Q1 | $4.16M | Buy |
+11,095
| New | +$4.16M | 1.59% | 15 |
|
|
2024
Q3 | $4.74M | Buy |
11,006
+1,076
| +11% | +$463K | 1.83% | 11 |
|
|
2024
Q2 | $4.44M | Buy |
9,930
+182
| +2% | +$81.3K | 2.06% | 11 |
|
|
2024
Q1 | $4.1M | Buy |
9,748
+500
| +5% | +$210K | 1.96% | 11 |
|
|
2023
Q4 | $3.48M | Buy |
9,248
+466
| +5% | +$175K | 1.84% | 10 |
|
|
2023
Q3 | $2.77M | Sell |
8,782
-78
| -0.9% | -$24.6K | 1.8% | 11 |
|
|
2023
Q2 | $3.02M | Sell |
8,860
-258
| -3% | -$87.9K | 1.86% | 12 |
|
|
2023
Q1 | $2.63M | Sell |
9,118
-736
| -7% | -$212K | 1.45% | 15 |
|
|
2022
Q4 | $2.36M | Buy |
+9,854
| New | +$2.36M | 1.26% | 16 |
|