JGCM
Joseph Group Capital Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
11,557
-992
| -8% | -$493K | 1.93% | 11 |
|
|
2025
Q1 | $4.71M | Buy |
12,549
+1,996
| +19% | +$749K | 1.8% | 18 |
|
|
2024
Q4 | $4.45M | Buy |
10,553
+1,182
| +13% | +$498K | 1.75% | 17 |
|
|
2024
Q3 | $4.03M | Buy |
9,371
+1,685
| +22% | +$725K | 1.54% | 16 |
|
|
2024
Q2 | $3.44M | Buy |
7,686
+357
| +5% | +$160K | 1.78% | 11 |
|
|
2024
Q1 | $3.08M | Buy |
7,329
+967
| +15% | +$407K | 1.54% | 11 |
|
|
2023
Q4 | $2.39M | Sell |
6,362
-22
| -0.3% | -$8.27K | 1.39% | 9 |
|
|
2023
Q3 | $2.02M | Sell |
6,384
-147
| -2% | -$46.4K | 1.45% | 12 |
|
|
2023
Q2 | $2.22M | Buy |
6,531
+48
| +0.7% | +$16.3K | 1.87% | 9 |
|
|
2023
Q1 | $1.87M | Buy |
6,483
+767
| +13% | +$221K | 1.64% | 9 |
|
|
2022
Q4 | $1.37M | Sell |
5,716
-103
| -2% | -$24.7K | 1.3% | 25 |
|
|
2022
Q3 | $1.36M | Buy |
5,819
+555
| +11% | +$129K | 1.48% | 20 |
|
|
2022
Q2 | $1.35M | Buy |
5,264
+449
| +9% | +$115K | 1.35% | 18 |
|
|
2022
Q1 | $1.49M | Buy |
4,815
+251
| +5% | +$77.4K | 1.5% | 17 |
|
|
2021
Q4 | $1.54M | Buy |
+4,564
| New | +$1.54M | 1.48% | 21 |
|