Idaho Trust Bank’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.19M | Buy |
8,427
+260
| +3% | +$129K | 1.5% | 28 |
|
2025
Q1 | $3.07M | Buy |
8,167
+2,027
| +33% | +$761K | 1.25% | 30 |
|
2024
Q4 | $2.59M | Sell |
6,140
-1,003
| -14% | -$423K | 1.3% | 25 |
|
2024
Q3 | $3.07M | Buy |
7,143
+81
| +1% | +$34.9K | 1.48% | 24 |
|
2024
Q2 | $3.16M | Buy |
7,062
+1,707
| +32% | +$763K | 1.61% | 24 |
|
2024
Q1 | $2.25M | Buy |
5,355
+1,356
| +34% | +$570K | 2.18% | 12 |
|
2023
Q4 | $1.5M | Buy |
3,999
+325
| +9% | +$122K | 0.87% | 35 |
|
2023
Q3 | $1.16M | Buy |
3,674
+2,259
| +160% | +$713K | 0.76% | 36 |
|
2023
Q2 | $482K | Buy |
+1,415
| New | +$482K | 0.3% | 56 |
|