M.D. Sass LLC’s Microsoft MSFT Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $4.25M | Buy | 
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| 
        
          
      
        2025
         Q1  | $3.2M | Sell | 
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| 
        
          
      
        2024
         Q4  | $4.13M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $4.21M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $3.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.78M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $3.15M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $2.64M | Hold | 
         | 
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| 
        
          
      
        2023
         Q2  | $2.85M | Sell | 
         | 
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| 
        
          
      
        2023
         Q1  | $3.29M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $4.88M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $6.41M | Sell | 
         | 
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| 
        
          
      
        2022
         Q2  | $7.47M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $8.46M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $9.53M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $7.9M | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $7.59M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $6.31M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $5.59M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $6.49M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $7.42M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $5.04M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $8.41M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $7.58M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $7.53M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $17.4M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $19.4M | Buy | 
         |