LIM
Loudon Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
27,186
-150
| -0.5% | -$74.6K | 7.48% | 1 |
|
|
2025
Q1 | $10.3M | Sell |
27,336
-155
| -0.6% | -$58.2K | 5.86% | 1 |
|
|
2024
Q4 | $11.6M | Sell |
27,491
-35
| -0.1% | -$14.8K | 6.59% | 1 |
|
|
2024
Q3 | $11.8M | Sell |
27,526
-146
| -0.5% | -$62.8K | 6.49% | 1 |
|
|
2024
Q2 | $12.4M | Sell |
27,672
-100
| -0.4% | -$44.7K | 7.28% | 1 |
|
|
2024
Q1 | $11.7M | Sell |
27,772
-1,090
| -4% | -$459K | 6.71% | 1 |
|
|
2023
Q4 | $10.9M | Sell |
28,862
-443
| -2% | -$167K | 6.71% | 1 |
|
|
2023
Q3 | $9.25M | Sell |
29,305
-194
| -0.7% | -$61.3K | 6.37% | 1 |
|
|
2023
Q2 | $10M | Sell |
29,499
-812
| -3% | -$277K | 6.62% | 1 |
|
|
2023
Q1 | $8.74M | Sell |
30,311
-495
| -2% | -$143K | 6.05% | 1 |
|
|
2022
Q4 | $7.39M | Buy |
30,806
+127
| +0.4% | +$30.5K | 5.33% | 1 |
|
|
2022
Q3 | $7.15M | Sell |
30,679
-900
| -3% | -$210K | 5.68% | 1 |
|
|
2022
Q2 | $8.11M | Buy |
31,579
+30
| +0.1% | +$7.7K | 6.08% | 1 |
|
|
2022
Q1 | $9.73M | Sell |
31,549
-288
| -0.9% | -$88.8K | 6.41% | 1 |
|
|
2021
Q4 | $10.7M | Sell |
31,837
-298
| -0.9% | -$100K | 6.83% | 1 |
|
|
2021
Q3 | $9.06M | Sell |
32,135
-849
| -3% | -$239K | 6.44% | 1 |
|
|
2021
Q2 | $8.94M | Sell |
32,984
-581
| -2% | -$157K | 6.09% | 1 |
|
|
2021
Q1 | $7.91M | Sell |
33,565
-685
| -2% | -$162K | 5.68% | 1 |
|
|
2020
Q4 | $7.62M | Sell |
34,250
-1,671
| -5% | -$372K | 5.96% | 1 |
|
|
2020
Q3 | $7.56M | Sell |
35,921
-767
| -2% | -$161K | 6.39% | 1 |
|
|
2020
Q2 | $7.47M | Sell |
36,688
-333
| -0.9% | -$67.8K | 6.44% | 1 |
|
|
2020
Q1 | $5.84M | Sell |
37,021
-225
| -0.6% | -$35.5K | 6.11% | 1 |
|
|
2019
Q4 | $5.87M | Sell |
37,246
-861
| -2% | -$136K | 4.57% | 3 |
|
|
2019
Q3 | $5.3M | Sell |
38,107
-1,233
| -3% | -$171K | 4.46% | 3 |
|
|
2019
Q2 | $5.27M | Sell |
39,340
-2,170
| -5% | -$291K | 4.47% | 3 |
|
|
2019
Q1 | $4.9M | Sell |
41,510
-1,639
| -4% | -$193K | 4.29% | 4 |
|
|
2018
Q4 | $4.38M | Sell |
43,149
-1,908
| -4% | -$194K | 4.16% | 3 |
|
|
2018
Q3 | $5.15M | Sell |
45,057
-5,943
| -12% | -$680K | 4.14% | 2 |
|
|
2018
Q2 | $5.03M | Sell |
51,000
-2,510
| -5% | -$248K | 4.03% | 4 |
|
|
2018
Q1 | $4.88M | Sell |
53,510
-5,690
| -10% | -$519K | 3.88% | 4 |
|
|
2017
Q4 | $5.06M | Sell |
59,200
-1,286
| -2% | -$110K | 3.83% | 4 |
|
|
2017
Q3 | $4.51M | Sell |
60,486
-2,931
| -5% | -$218K | 3.53% | 5 |
|
|
2017
Q2 | $4.37M | Sell |
63,417
-1,916
| -3% | -$132K | 3.32% | 6 |
|
|
2017
Q1 | $4.3M | Sell |
65,333
-14,376
| -18% | -$947K | 3.27% | 6 |
|
|
2016
Q4 | $4.95M | Sell |
79,709
-1,815
| -2% | -$113K | 3.87% | 6 |
|
|
2016
Q3 | $4.7M | Sell |
81,524
-3,902
| -5% | -$225K | 3.65% | 5 |
|
|
2016
Q2 | $4.37M | Sell |
85,426
-10,935
| -11% | -$560K | 3.49% | 8 |
|
|
2016
Q1 | $5.32M | Sell |
96,361
-7,373
| -7% | -$407K | 4.29% | 4 |
|
|
2015
Q4 | $5.76M | Sell |
103,734
-1,990
| -2% | -$110K | 4.63% | 3 |
|
|
2015
Q3 | $4.68M | Buy |
105,724
+912
| +0.9% | +$40.4K | 4.02% | 6 |
|
|
2015
Q2 | $4.63M | Buy |
104,812
+100
| +0.1% | +$4.42K | 3.51% | 9 |
|
|
2015
Q1 | $4.26M | Buy |
104,712
+197
| +0.2% | +$8.01K | 3.23% | 10 |
|
|
2014
Q4 | $4.86M | Sell |
104,515
-1,600
| -2% | -$74.3K | 3.63% | 7 |
|
|
2014
Q3 | $4.92M | Buy |
106,115
+60
| +0.1% | +$2.78K | 3.5% | 6 |
|
|
2014
Q2 | $4.42M | Buy |
106,055
+100
| +0.1% | +$4.17K | 3.04% | 8 |
|
|
2014
Q1 | $4.34M | Sell |
105,955
-62
| -0.1% | -$2.54K | 3.13% | 6 |
|
|
2013
Q4 | $3.97M | Buy |
+106,017
| New | +$3.97M | 2.91% | 12 |
|