Independent Family Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
4,767
+407
| +9% | +$202K | 1.1% | 15 |
|
|
2025
Q1 | $1.64M | Hold |
4,360
| – | – | 0.86% | 19 |
|
|
2024
Q4 | $1.84M | Hold |
4,360
| – | – | 0.95% | 18 |
|
|
2024
Q3 | $1.87M | Buy |
4,360
+1,670
| +62% | +$716K | 0.94% | 20 |
|
|
2024
Q2 | $1.16M | Sell |
2,690
-1,764
| -40% | -$759K | 0.66% | 28 |
|
|
2024
Q1 | $1.87M | Hold |
4,454
| – | – | 1.01% | 21 |
|
|
2023
Q4 | $1.67M | Hold |
4,454
| – | – | 0.95% | 21 |
|
|
2023
Q3 | $1.41M | Buy |
4,454
+200
| +5% | +$63.2K | 0.88% | 27 |
|
|
2023
Q2 | $1.45M | Hold |
4,254
| – | – | 0.88% | 26 |
|
|
2023
Q1 | $1.23M | Hold |
4,254
| – | – | 0.71% | 31 |
|
|
2022
Q4 | $1.02M | Hold |
4,254
| – | – | 0.61% | 30 |
|
|
2022
Q3 | $991K | Hold |
4,254
| – | – | 0.49% | 31 |
|
|
2022
Q2 | $1.09K | Buy |
4,254
+314
| +8% | +$81 | 0.54% | 27 |
|
|
2022
Q1 | $1.22M | Hold |
3,940
| – | – | 0.4% | 26 |
|
|
2021
Q4 | $1.33M | Buy |
3,940
+1,400
| +55% | +$471K | 0.5% | 20 |
|
|
2021
Q3 | $716K | Sell |
2,540
-1,200
| -32% | -$338K | 0.29% | 26 |
|
|
2021
Q2 | $1.01M | Hold |
3,740
| – | – | 0.4% | 23 |
|
|
2021
Q1 | $882K | Sell |
3,740
-5
| -0.1% | -$1.18K | 0.35% | 25 |
|
|
2020
Q4 | $833K | Buy |
3,745
+80
| +2% | +$17.8K | 0.35% | 28 |
|
|
2020
Q3 | $771K | Hold |
3,665
| – | – | 0.37% | 27 |
|
|
2020
Q2 | $746K | Buy |
3,665
+95
| +3% | +$19.3K | 0.39% | 26 |
|
|
2020
Q1 | $563K | Hold |
3,570
| – | – | 0.35% | 26 |
|
|
2019
Q4 | $563K | Buy |
+3,570
| New | +$563K | 0.35% | 30 |
|