Israel Discount Bank of New York’s Microsoft MSFT Stock Holding History

Israel Discount Bank of New York’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Sell	1,574 -304	-16%	-$151K	2.97%	12
2025 Q1	$705K	Sell	1,878 -729	-28%	-$274K	0.54%	15
2024 Q4	$1.1M	Buy	2,607 +74	+3%	+$31.2K	0.8%	12
2024 Q3	$1.09M	Buy	2,533 +99	+4%	+$42.6K	1.62%	11
2024 Q2	$1.09M	Sell	2,434 -2,494	-51%	-$1.11M	1.73%	13
2024 Q1	$2.07M	Sell	4,928 -3,337	-40%	-$1.4M	2.59%	10
2023 Q4	$3.11M	Buy	8,265 +85	+1%	+$32K	2.43%	10
2023 Q3	$2.58M	Sell	8,180 -216	-3%	-$68.2K	2.15%	13
2023 Q2	$2.86M	Sell	8,396 -2,081	-20%	-$709K	2.28%	13
2023 Q1	$3.02M	Sell	10,477 -1,013	-9%	-$292K	2.27%	12
2022 Q4	$2.76M	Sell	11,490 -362	-3%	-$86.8K	2.33%	9
2022 Q3	$2.76M	Buy	11,852 +166	+1%	+$38.7K	2.28%	10
2022 Q2	$3M	Sell	11,686 -389	-3%	-$99.9K	2.28%	10
2022 Q1	$3.72M	Buy	12,075 +43	+0.4%	+$13.3K	2.44%	11
2021 Q4	$4.05M	Sell	12,032 -346	-3%	-$116K	2.5%	9
2021 Q3	$3.49M	Buy	+12,378	New	+$3.49M	2.36%	8
2021 Q1	$3.02M	Sell	12,794 -1,274	-9%	-$300K	2.33%	8
2020 Q4	$3.13M	Sell	14,068 -5,359	-28%	-$1.19M	2.28%	8
2020 Q3	$4.09M	Sell	19,427 -1,093	-5%	-$230K	2.65%	8
2020 Q2	$4.18M	Sell	20,520 -3,626	-15%	-$738K	2.84%	8
2020 Q1	$3.81M	Buy	24,146 +1,734	+8%	+$273K	2.92%	8
2019 Q4	$3.53M	Buy	22,412 +2,526	+13%	+$398K	2.31%	10
2019 Q3	$2.77M	Buy	19,886 +1,650	+9%	+$229K	2.03%	10
2019 Q2	$2.44M	Buy	18,236 +730	+4%	+$97.8K	1.85%	10
2019 Q1	$2.07M	Buy	17,506 +3,035	+21%	+$358K	1.41%	11
2018 Q4	$1.47M	Buy	14,471 +4,446	+44%	+$452K	1.13%	15
2018 Q3	$1.15M	Buy	10,025 +1,010	+11%	+$115K	0.75%	21
2018 Q2	$889K	Buy	9,015 +8,215	+1,027%	+$810K	0.59%	28
2018 Q1	$73K	Hold	800	–	–	0.05%	192
2017 Q4	$68K	Hold	800	–	–	0.05%	200
2017 Q3	$60K	Hold	800	–	–	0.04%	230
2017 Q2	$55K	Hold	800	–	–	0.04%	234
2017 Q1	$53K	Sell	800 -664	-45%	-$44K	0.04%	234
2016 Q4	$91K	Buy	+1,464	New	+$91K	0.08%	149