Johnson Bixby & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.2M | Buy |
8,653
+338
| +4% | +$141K | 0.4% | 32 |
|
|
2025
Q4 | $4.02M | Sell |
8,315
-159
| -2% | -$79.7K | 0.5% | 29 |
|
|
2025
Q3 | $4.39M | Sell |
8,474
-710
| -8% | -$362K | 0.56% | 26 |
|
|
2025
Q2 | $4.57M | Buy |
9,184
+1,765
| +24% | +$766K | 0.63% | 25 |
|
|
2025
Q1 | $2.79M | Sell |
7,419
-126
| -2% | -$51.4K | 0.42% | 29 |
|
|
2024
Q4 | $3.18M | Sell |
7,545
-1,305
| -15% | -$556K | 0.49% | 29 |
|
|
2024
Q3 | $3.81M | Buy |
8,850
+2,446
| +38% | +$1.05M | 0.58% | 25 |
|
|
2024
Q2 | $2.86M | Sell |
6,404
-77
| -1% | -$32.5K | 0.48% | 26 |
|
|
2024
Q1 | $2.73M | Buy |
6,481
+25
| +0.4% | +$10.1K | 0.47% | 25 |
|
|
2023
Q4 | $2.43M | Sell |
6,456
-64
| -1% | -$22.8K | 0.46% | 27 |
|
|
2023
Q3 | $2.06M | Sell |
6,520
-250
| -4% | -$82.6K | 0.43% | 31 |
|
|
2023
Q2 | $2.31M | Buy |
6,770
+62
| +0.9% | +$19.4K | 0.48% | 29 |
|
|
2023
Q1 | $1.93M | Sell |
6,708
-134
| -2% | -$34.2K | 0.43% | 32 |
|
|
2022
Q4 | $1.64M | Sell |
6,842
-146
| -2% | -$35K | 0.38% | 34 |
|
|
2022
Q3 | $1.63M | Buy |
6,988
+259
| +4% | +$68.4K | 0.41% | 32 |
|
|
2022
Q2 | $1.73M | Buy |
6,729
+359
| +6% | +$97.4K | 0.42% | 32 |
|
|
2022
Q1 | $1.96M | Buy |
6,370
+92
| +1% | +$27.7K | 0.51% | 28 |
|
|
2021
Q4 | $2.11M | Sell |
6,278
-37
| -0.6% | -$12K | 0.56% | 26 |
|
|
2021
Q3 | $1.78M | Sell |
6,315
-4
| -0.1% | -$1.16K | 0.52% | 27 |
|
|
2021
Q2 | $1.84M | Buy |
6,319
+1,550
| +33% | +$394K | 0.53% | 27 |
|
|
2021
Q1 | $1.12M | Buy |
4,769
+11
| +0.2% | +$2.55K | 0.36% | 30 |
|
|
2020
Q4 | $1.06M | Buy |
+4,758
| New | +$1.02M | 0.35% | 30 |
|
Other funds holding MSFT
VCM
VPM
