Klingman & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.4M | Buy |
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|
2025
Q2 | $16.9M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $8.95M | Sell |
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|
2023
Q2 | $9.71M | Buy |
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|
2023
Q1 | $7.69M | Sell |
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|
2022
Q4 | $6.49M | Buy |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $6.35M | Sell |
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|
2022
Q1 | $7.73M | Buy |
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|
2021
Q4 | $7.74M | Buy |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $6.2M | Buy |
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|
2021
Q1 | $5.35M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.46M | Buy |
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|
2020
Q2 | $3.77M | Buy |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.76M | Buy |
|
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.5M | Buy |
|
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $630K | Sell |
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|
2017
Q2 | $652K | Buy |
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|
2017
Q1 | $540K | Sell |
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|
2016
Q4 | $509K | Sell |
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|
2016
Q3 | $506K | Hold |
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|
2016
Q2 | $449K | Hold |
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|
2016
Q1 | $485K | Hold |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $359K | Sell |
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|
2015
Q2 | $386K | Buy |
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|
2015
Q1 | $337K | Buy |
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|
2014
Q4 | $337K | Buy |
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