Martin Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
2,037
+100
| +5% | +$49.7K | 0.26% | 31 |
|
|
2025
Q1 | $727K | Buy |
1,937
+50
| +3% | +$18.8K | 0.18% | 35 |
|
|
2024
Q4 | $795K | Sell |
1,887
-10
| -0.5% | -$4.22K | 0.22% | 33 |
|
|
2024
Q3 | $816K | Hold |
1,897
| – | – | 0.2% | 34 |
|
|
2024
Q2 | $848K | Buy |
1,897
+40
| +2% | +$17.9K | 0.22% | 35 |
|
|
2024
Q1 | $781K | Hold |
1,857
| – | – | 0.19% | 34 |
|
|
2023
Q4 | $698K | Hold |
1,857
| – | – | 0.21% | 32 |
|
|
2023
Q3 | $586K | Sell |
1,857
-526
| -22% | -$166K | 0.18% | 38 |
|
|
2023
Q2 | $812K | Hold |
2,383
| – | – | 0.23% | 35 |
|
|
2023
Q1 | $687K | Buy |
2,383
+2
| +0.1% | +$577 | 0.2% | 36 |
|
|
2022
Q4 | $571K | Hold |
2,381
| – | – | 0.18% | 35 |
|
|
2022
Q3 | $555K | Hold |
2,381
| – | – | 0.19% | 35 |
|
|
2022
Q2 | $612K | Hold |
2,381
| – | – | 0.17% | 37 |
|
|
2022
Q1 | $734K | Hold |
2,381
| – | – | 0.19% | 37 |
|
|
2021
Q4 | $801K | Hold |
2,381
| – | – | 0.2% | 38 |
|
|
2021
Q3 | $671K | Hold |
2,381
| – | – | 0.17% | 42 |
|
|
2021
Q2 | $645K | Hold |
2,381
| – | – | 0.17% | 42 |
|
|
2021
Q1 | $561K | Hold |
2,381
| – | – | 0.16% | 42 |
|
|
2020
Q4 | $530K | Sell |
2,381
-265
| -10% | -$59K | 0.17% | 40 |
|
|
2020
Q3 | $557K | Buy |
2,646
+207
| +8% | +$43.6K | 0.2% | 37 |
|
|
2020
Q2 | $496K | Buy |
2,439
+2
| +0.1% | +$407 | 0.21% | 35 |
|
|
2020
Q1 | $384K | Hold |
2,437
| – | – | 0.19% | 36 |
|
|
2019
Q4 | $384K | Buy |
2,437
+530
| +28% | +$83.5K | 0.13% | 38 |
|
|
2019
Q3 | $265K | Sell |
1,907
-64
| -3% | -$8.89K | 0.06% | 42 |
|
|
2019
Q2 | $264K | Hold |
1,971
| – | – | 0.07% | 41 |
|
|
2019
Q1 | $232K | Buy |
+1,971
| New | +$232K | 0.06% | 41 |
|