IFAM
Institutional & Family Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.16M | Sell |
18,264
-107
| -0.6% | -$47.8K | 1.25% | 17 |
|
|
2024
Q1 | $7.73M | Sell |
18,371
-1,569
| -8% | -$660K | 1.23% | 14 |
|
|
2023
Q4 | $7.5M | Sell |
19,940
-1,574
| -7% | -$592K | 1.23% | 13 |
|
|
2023
Q3 | $6.79M | Buy |
21,514
+7
| +0% | +$2.21K | 1.11% | 16 |
|
|
2023
Q2 | $7.32M | Sell |
21,507
-2,730
| -11% | -$930K | 1.19% | 15 |
|
|
2023
Q1 | $6.99M | Buy |
24,237
+1,156
| +5% | +$333K | 1.15% | 13 |
|
|
2022
Q4 | $5.54M | Sell |
23,081
-58
| -0.3% | -$13.9K | 0.92% | 22 |
|
|
2022
Q3 | $5.39M | Buy |
23,139
+3,190
| +16% | +$743K | 0.96% | 17 |
|
|
2022
Q2 | $5.12M | Buy |
19,949
+665
| +3% | +$171K | 0.88% | 23 |
|
|
2022
Q1 | $5.95M | Sell |
19,284
-420
| -2% | -$129K | 0.93% | 16 |
|
|
2021
Q4 | $6.63M | Sell |
19,704
-3,268
| -14% | -$1.1M | 1.03% | 14 |
|
|
2021
Q3 | $6.48M | Sell |
22,972
-899
| -4% | -$253K | 1.04% | 14 |
|
|
2021
Q2 | $6.47M | Buy |
23,871
+2,335
| +11% | +$633K | 1.07% | 14 |
|
|
2021
Q1 | $5.08M | Sell |
21,536
-153
| -0.7% | -$36.1K | 0.98% | 13 |
|
|
2020
Q4 | $4.82M | Sell |
21,689
-1,591
| -7% | -$354K | 1.01% | 16 |
|
|
2020
Q3 | $4.9M | Sell |
23,280
-7,353
| -24% | -$1.55M | 1.14% | 14 |
|
|
2020
Q2 | $6.23M | Buy |
30,633
+158
| +0.5% | +$32.2K | 1.29% | 14 |
|
|
2020
Q1 | $4.81M | Sell |
30,475
-1,053
| -3% | -$166K | 1.11% | 15 |
|
|
2019
Q4 | $4.97M | Sell |
31,528
-3,848
| -11% | -$607K | 1.05% | 18 |
|
|
2019
Q3 | $4.92M | Sell |
35,376
-1,458
| -4% | -$203K | 1.08% | 17 |
|
|
2019
Q2 | $4.93M | Sell |
36,834
-3,426
| -9% | -$459K | 1.07% | 17 |
|
|
2019
Q1 | $4.75M | Sell |
40,260
-279
| -0.7% | -$32.9K | 1% | 20 |
|
|
2018
Q4 | $4.12M | Sell |
40,539
-5,511
| -12% | -$560K | 0.92% | 22 |
|
|
2018
Q3 | $5.27M | Buy |
46,050
+1,522
| +3% | +$174K | 1.04% | 17 |
|
|
2018
Q2 | $4.39M | Sell |
44,528
-1,051
| -2% | -$104K | 0.91% | 22 |
|
|
2018
Q1 | $4.16M | Sell |
45,579
-13,443
| -23% | -$1.23M | 0.88% | 20 |
|
|
2017
Q4 | $5.05M | Sell |
59,022
-5,807
| -9% | -$497K | 0.97% | 19 |
|
|
2017
Q3 | $4.83M | Buy |
64,829
+3,517
| +6% | +$262K | 0.97% | 16 |
|
|
2017
Q2 | $4.23M | Sell |
61,312
-2,367
| -4% | -$163K | 1.03% | 17 |
|
|
2017
Q1 | $4.19M | Sell |
63,679
-5,736
| -8% | -$378K | 1.31% | 15 |
|
|
2016
Q4 | $4.31M | Buy |
69,415
+262
| +0.4% | +$16.3K | 1.36% | 17 |
|
|
2016
Q3 | $3.98M | Buy |
69,153
+5,536
| +9% | +$319K | 1.32% | 16 |
|
|
2016
Q2 | $3.26M | Buy |
63,617
+9,942
| +19% | +$509K | 1.13% | 41 |
|
|
2016
Q1 | $2.98M | Sell |
53,675
-114
| -0.2% | -$6.33K | 1.11% | 23 |
|
|
2015
Q4 | $2.98M | Buy |
+53,789
| New | +$2.98M | 1.12% | 23 |
|