L.M. Kohn & Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
25,329
-908
| -3% | -$452K | 3.4% | 6 |
|
|
2025
Q1 | $9.85M | Sell |
26,237
-517
| -2% | -$194K | 2.57% | 7 |
|
|
2024
Q4 | $11.3M | Sell |
26,754
-348
| -1% | -$147K | 2.92% | 6 |
|
|
2024
Q3 | $11.7M | Buy |
27,102
+676
| +3% | +$291K | 2.96% | 6 |
|
|
2024
Q2 | $11.8M | Sell |
26,426
-1,004
| -4% | -$449K | 3.2% | 6 |
|
|
2024
Q1 | $11.5M | Buy |
27,430
+3,844
| +16% | +$1.62M | 3.24% | 6 |
|
|
2023
Q4 | $8.87M | Buy |
23,586
+2,025
| +9% | +$761K | 2.83% | 6 |
|
|
2023
Q3 | $6.81M | Buy |
21,561
+407
| +2% | +$129K | 2.48% | 8 |
|
|
2023
Q2 | $7.2M | Buy |
21,154
+1,416
| +7% | +$482K | 2.72% | 6 |
|
|
2023
Q1 | $5.69M | Buy |
19,738
+230
| +1% | +$66.3K | 2.36% | 6 |
|
|
2022
Q4 | $4.68M | Buy |
19,508
+546
| +3% | +$131K | 2.19% | 7 |
|
|
2022
Q3 | $4.42M | Buy |
18,962
+90
| +0.5% | +$21K | 2.16% | 6 |
|
|
2022
Q2 | $4.85M | Sell |
18,872
-124
| -0.7% | -$31.8K | 2.27% | 5 |
|
|
2022
Q1 | $5.86M | Buy |
+18,996
| New | +$5.86M | 2.26% | 5 |
|