Jacobson & Schmitt Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $8.81M | Buy |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $242K | Buy |
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