IRON Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
6,785
-400
| -6% | -$199K | 1.75% | 15 |
|
|
2025
Q1 | $2.7M | Sell |
7,185
-49
| -0.7% | -$18.4K | 1.51% | 16 |
|
|
2024
Q4 | $3.05M | Sell |
7,234
-89
| -1% | -$37.5K | 1.71% | 17 |
|
|
2024
Q3 | $3.15M | Sell |
7,323
-438
| -6% | -$188K | 1.71% | 16 |
|
|
2024
Q2 | $3.47M | Buy |
7,761
+62
| +0.8% | +$27.7K | 1.95% | 16 |
|
|
2024
Q1 | $3.24M | Sell |
7,699
-466
| -6% | -$196K | 1.81% | 16 |
|
|
2023
Q4 | $3.07M | Buy |
8,165
+109
| +1% | +$41K | 1.74% | 16 |
|
|
2023
Q3 | $2.54M | Sell |
8,056
-2,344
| -23% | -$740K | 1.48% | 18 |
|
|
2023
Q2 | $3.54M | Sell |
10,400
-83
| -0.8% | -$28.3K | 1.9% | 17 |
|
|
2023
Q1 | $3.02M | Buy |
10,483
+34
| +0.3% | +$9.8K | 1.66% | 17 |
|
|
2022
Q4 | $2.51M | Sell |
10,449
-207
| -2% | -$49.6K | 1.44% | 18 |
|
|
2022
Q3 | $2.48M | Buy |
10,656
+2,649
| +33% | +$617K | 1.36% | 20 |
|
|
2022
Q2 | $2.06M | Sell |
8,007
-377
| -4% | -$96.8K | 1.08% | 23 |
|
|
2022
Q1 | $2.59M | Sell |
8,384
-208
| -2% | -$64.1K | 1.19% | 22 |
|
|
2021
Q4 | $2.89M | Sell |
8,592
-67
| -0.8% | -$22.5K | 1.29% | 22 |
|
|
2021
Q3 | $2.44M | Sell |
8,659
-1,626
| -16% | -$458K | 1.17% | 25 |
|
|
2021
Q2 | $2.79M | Sell |
10,285
-56
| -0.5% | -$15.2K | 1.3% | 17 |
|
|
2021
Q1 | $2.44M | Buy |
10,341
+581
| +6% | +$137K | 1.29% | 18 |
|
|
2020
Q4 | $2.17M | Sell |
9,760
-125
| -1% | -$27.8K | 1.09% | 17 |
|
|
2020
Q3 | $2.08M | Sell |
9,885
-458
| -4% | -$96.3K | 1.15% | 17 |
|
|
2020
Q2 | $2.11M | Sell |
10,343
-539
| -5% | -$110K | 1.09% | 20 |
|
|
2020
Q1 | $1.72M | Buy |
10,882
+356
| +3% | +$56.1K | 1.07% | 18 |
|
|
2019
Q4 | $1.66M | Buy |
10,526
+1,011
| +11% | +$159K | 0.79% | 21 |
|
|
2019
Q3 | $1.32M | Buy |
9,515
+431
| +5% | +$59.9K | 0.99% | 18 |
|
|
2019
Q2 | $1.07M | Buy |
9,084
+569
| +7% | +$67.1K | 1% | 14 |
|
|
2019
Q1 | $1M | Buy |
8,515
+1,216
| +17% | +$143K | 0.64% | 17 |
|
|
2018
Q4 | $741K | Sell |
7,299
-262
| -3% | -$26.6K | 0.58% | 17 |
|
|
2018
Q3 | $865K | Buy |
7,561
+321
| +4% | +$36.7K | 0.58% | 17 |
|
|
2018
Q2 | $714K | Sell |
7,240
-329
| -4% | -$32.4K | 0.39% | 29 |
|
|
2018
Q1 | $691K | Sell |
7,569
-2,128
| -22% | -$194K | 0.44% | 47 |
|
|
2017
Q4 | $830K | Buy |
9,697
+746
| +8% | +$63.9K | 0.58% | 40 |
|
|
2017
Q3 | $667K | Sell |
8,951
-75
| -0.8% | -$5.59K | 0.51% | 42 |
|
|
2017
Q2 | $622K | Sell |
9,026
-518
| -5% | -$35.7K | 0.55% | 40 |
|
|
2017
Q1 | $629K | Buy |
9,544
+502
| +6% | +$33.1K | 0.45% | 42 |
|
|
2016
Q4 | $562K | Sell |
9,042
-279
| -3% | -$17.3K | 0.38% | 39 |
|
|
2016
Q3 | $537K | Sell |
9,321
-129
| -1% | -$7.43K | 0.66% | 19 |
|
|
2016
Q2 | $484K | Sell |
9,450
-78
| -0.8% | -$4K | 0.62% | 22 |
|
|
2016
Q1 | $526K | Sell |
9,528
-773
| -8% | -$42.7K | 0.53% | 40 |
|
|
2015
Q4 | $572K | Buy |
10,301
+1,502
| +17% | +$83.4K | 0.49% | 46 |
|
|
2015
Q3 | $389K | Buy |
8,799
+2
| +0% | +$88 | 0.26% | 55 |
|
|
2015
Q2 | $388K | Buy |
8,797
+2
| +0% | +$88 | 0.37% | 39 |
|
|
2015
Q1 | $358K | Sell |
8,795
-1,403
| -14% | -$57.1K | 0.28% | 53 |
|
|
2014
Q4 | $4.74K | Sell |
10,198
-586
| -5% | -$272 | 0.48% | 26 |
|
|
2014
Q3 | $500K | Sell |
10,784
-47
| -0.4% | -$2.18K | 0.64% | 22 |
|
|
2014
Q2 | $452K | Sell |
10,831
-996
| -8% | -$41.6K | 0.4% | 30 |
|
|
2014
Q1 | $485K | Sell |
11,827
-616
| -5% | -$25.3K | 0.37% | 27 |
|
|
2013
Q4 | $466K | Buy |
+12,443
| New | +$466K | 0.48% | 25 |
|