Kohmann Bosshard Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.84M | Sell |
7,723
-37
| -0.5% | -$18.4K | 0.43% | 31 |
|
2025
Q1 | $2.91M | Sell |
7,760
-216
| -3% | -$81.1K | 0.34% | 33 |
|
2024
Q4 | $3.36M | Sell |
7,976
-666
| -8% | -$281K | 0.4% | 33 |
|
2024
Q3 | $3.72M | Buy |
8,642
+78
| +0.9% | +$33.6K | 0.46% | 33 |
|
2024
Q2 | $3.83M | Buy |
8,564
+5
| +0.1% | +$2.24K | 0.52% | 32 |
|
2024
Q1 | $3.6M | Buy |
8,559
+364
| +4% | +$153K | 0.5% | 37 |
|
2023
Q4 | $3.08M | Buy |
8,195
+152
| +2% | +$57.2K | 0.47% | 39 |
|
2023
Q3 | $2.54M | Buy |
8,043
+45
| +0.6% | +$14.2K | 0.44% | 38 |
|
2023
Q2 | $2.72M | Buy |
7,998
+941
| +13% | +$320K | 0.47% | 37 |
|
2023
Q1 | $2.03M | Sell |
7,057
-67
| -0.9% | -$19.3K | 0.38% | 44 |
|
2022
Q4 | $1.71M | Buy |
7,124
+273
| +4% | +$65.5K | 0.34% | 50 |
|
2022
Q3 | $1.6M | Buy |
6,851
+465
| +7% | +$108K | 0.35% | 46 |
|
2022
Q2 | $1.64M | Hold |
6,386
| – | – | 0.36% | 45 |
|
2022
Q1 | $1.97M | Buy |
6,386
+1,904
| +42% | +$587K | 0.39% | 39 |
|
2021
Q4 | $1.51M | Buy |
4,482
+49
| +1% | +$16.5K | 0.3% | 46 |
|
2021
Q3 | $1.25M | Buy |
4,433
+334
| +8% | +$94.2K | 0.27% | 46 |
|
2021
Q2 | $1.11M | Buy |
4,099
+41
| +1% | +$11.1K | 0.25% | 47 |
|
2021
Q1 | $957K | Sell |
4,058
-20
| -0.5% | -$4.72K | 0.26% | 51 |
|
2020
Q4 | $907K | Buy |
4,078
+667
| +20% | +$148K | 0.28% | 51 |
|
2020
Q3 | $717K | Buy |
3,411
+203
| +6% | +$42.7K | 0.26% | 51 |
|
2020
Q2 | $653K | Buy |
3,208
+96
| +3% | +$19.5K | 0.24% | 52 |
|
2020
Q1 | $491K | Buy |
3,112
+1,312
| +73% | +$207K | 0.22% | 56 |
|
2019
Q4 | $284K | Hold |
1,800
| – | – | 0.1% | 66 |
|
2019
Q3 | $250K | Sell |
1,800
-700
| -28% | -$97.2K | 0.1% | 68 |
|
2019
Q2 | $335K | Buy |
2,500
+1,300
| +108% | +$174K | 0.14% | 58 |
|
2019
Q1 | $142K | Hold |
1,200
| – | – | 0.07% | 88 |
|
2018
Q4 | $122K | Hold |
1,200
| – | – | 0.07% | 88 |
|
2018
Q3 | $137K | Hold |
1,200
| – | – | 0.07% | 81 |
|
2018
Q2 | $118K | Hold |
1,200
| – | – | 0.07% | 87 |
|
2018
Q1 | $110K | Hold |
1,200
| – | – | 0.07% | 85 |
|
2017
Q4 | $103K | Buy |
+1,200
| New | +$103K | 0.07% | 84 |
|