Laurie J. Hall Trustee’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Sell |
57,568
-593
| -1% | -$295K | 9.47% | 1 |
|
|
2025
Q1 | $21.8M | Sell |
58,161
-2,812
| -5% | -$1.06M | 7.79% | 1 |
|
|
2024
Q4 | $25.7M | Sell |
60,973
-1,173
| -2% | -$494K | 8.44% | 1 |
|
|
2024
Q3 | $26.7M | Buy |
62,146
+3,687
| +6% | +$1.59M | 8.47% | 1 |
|
|
2024
Q2 | $26.1M | Sell |
58,459
-1,460
| -2% | -$653K | 9.1% | 1 |
|
|
2024
Q1 | $25.2M | Sell |
59,919
-1,153
| -2% | -$485K | 8.88% | 1 |
|
|
2023
Q4 | $23M | Sell |
61,072
-431
| -0.7% | -$162K | 8.8% | 1 |
|
|
2023
Q3 | $19.4M | Sell |
61,503
-1,001
| -2% | -$316K | 8.27% | 1 |
|
|
2023
Q2 | $21.3M | Sell |
62,504
-1,056
| -2% | -$360K | 8.45% | 1 |
|
|
2023
Q1 | $18.3M | Sell |
63,560
-453
| -0.7% | -$131K | 7.82% | 1 |
|
|
2022
Q4 | $15.4M | Sell |
64,013
-677
| -1% | -$162K | 6.91% | 1 |
|
|
2022
Q3 | $15.1M | Sell |
64,690
-204
| -0.3% | -$47.5K | 7.42% | 1 |
|
|
2022
Q2 | $16.7M | Sell |
64,894
-585
| -0.9% | -$150K | 7.79% | 1 |
|
|
2022
Q1 | $20.2M | Sell |
65,479
-3,003
| -4% | -$926K | 7.76% | 1 |
|
|
2021
Q4 | $23M | Sell |
68,482
-2,723
| -4% | -$916K | 8.16% | 1 |
|
|
2021
Q3 | $20.1M | Sell |
71,205
-2,180
| -3% | -$615K | 7.75% | 1 |
|
|
2021
Q2 | $19.9M | Sell |
73,385
-1,810
| -2% | -$490K | 7.5% | 1 |
|
|
2021
Q1 | $17.7M | Sell |
75,195
-3,437
| -4% | -$810K | 6.81% | 1 |
|
|
2020
Q4 | $17.5M | Sell |
78,632
-2,667
| -3% | -$593K | 7.08% | 1 |
|
|
2020
Q3 | $17.1M | Buy |
+81,299
| New | +$17.1M | 7.65% | 1 |
|
|
2019
Q4 | $13.5M | Sell |
85,851
-1,241
| -1% | -$196K | 6.25% | 1 |
|
|
2019
Q3 | $12.1M | Sell |
87,092
-1,190
| -1% | -$165K | 6.17% | 1 |
|
|
2019
Q2 | $11.8M | Sell |
88,282
-3,309
| -4% | -$443K | 6.14% | 1 |
|
|
2019
Q1 | $10.8M | Buy |
91,591
+84
| +0.1% | +$9.91K | 5.69% | 1 |
|
|
2018
Q4 | $9.78M | Sell |
91,507
-5,938
| -6% | -$635K | 5.39% | 1 |
|
|
2018
Q3 | $11.1M | Sell |
97,445
-875
| -0.9% | -$100K | 5.87% | 1 |
|
|
2018
Q2 | $9.7M | Buy |
98,320
+6,000
| +6% | +$592K | 5.57% | 1 |
|
|
2018
Q1 | $8.43M | Sell |
92,320
-6,544
| -7% | -$597K | 5.13% | 1 |
|
|
2017
Q4 | $8.46M | Sell |
98,864
-741
| -0.7% | -$63.4K | 4.82% | 2 |
|
|
2017
Q3 | $7.42M | Sell |
99,605
-1,450
| -1% | -$108K | 4.62% | 2 |
|
|
2017
Q2 | $6.97M | Sell |
101,055
-2,130
| -2% | -$147K | 4.45% | 3 |
|
|
2017
Q1 | $6.76M | Sell |
103,185
-7,660
| -7% | -$502K | 4.31% | 3 |
|
|
2016
Q4 | $6.97M | Buy |
+110,845
| New | +$6.97M | 4.45% | 3 |
|
|
2016
Q2 | $6.48M | Sell |
123,239
-1,695
| -1% | -$89.2K | 4.22% | 6 |
|
|
2016
Q1 | $6.47M | Sell |
124,934
-2,070
| -2% | -$107K | 4.07% | 4 |
|
|
2015
Q4 | $6.49M | Sell |
127,004
-140
| -0.1% | -$7.15K | 4.67% | 4 |
|
|
2015
Q3 | $5.63M | Hold |
127,144
| – | – | 4.49% | 3 |
|
|
2015
Q2 | $5.61M | Hold |
127,144
| – | – | 4.09% | 5 |
|
|
2015
Q1 | $5.17M | Hold |
127,144
| – | – | 3.77% | 6 |
|
|
2014
Q4 | $5.91M | Hold |
127,144
| – | – | 4.21% | 5 |
|
|
2014
Q3 | $5.89M | Sell |
127,144
-300
| -0.2% | -$13.9K | 4.43% | 6 |
|
|
2014
Q2 | $5.31M | Sell |
127,444
-350
| -0.3% | -$14.6K | 3.99% | 6 |
|
|
2014
Q1 | $5.24M | Sell |
127,794
-500
| -0.4% | -$20.5K | 4.05% | 6 |
|
|
2013
Q4 | $4.8M | Hold |
128,294
| – | – | 3.69% | 6 |
|
|
2013
Q3 | $4.27M | Hold |
128,294
| – | – | 3.6% | 6 |
|
|
2013
Q2 | $4.43M | Buy |
+128,294
| New | +$4.43M | 3.92% | 6 |
|