Maryland Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $638K | Buy |
1,283
+328
| +34% | +$163K | 0.25% | 45 |
|
2025
Q1 | $358K | Hold |
955
| – | – | 0.16% | 57 |
|
2024
Q4 | $403K | Sell |
955
-164
| -15% | -$69.1K | 0.19% | 54 |
|
2024
Q3 | $482K | Buy |
1,119
+330
| +42% | +$142K | 0.23% | 44 |
|
2024
Q2 | $353K | Hold |
789
| – | – | 0.19% | 50 |
|
2024
Q1 | $332K | Hold |
789
| – | – | 0.21% | 53 |
|
2023
Q4 | $297K | Hold |
789
| – | – | 0.2% | 52 |
|
2023
Q3 | $249K | Sell |
789
-36
| -4% | -$11.4K | 0.19% | 58 |
|
2023
Q2 | $281K | Buy |
825
+202
| +32% | +$68.8K | 0.23% | 54 |
|
2023
Q1 | $180K | Sell |
623
-73
| -10% | -$21K | 0.16% | 65 |
|
2022
Q4 | $167K | Hold |
696
| – | – | 0.16% | 69 |
|
2022
Q3 | $162K | Hold |
696
| – | – | 0.17% | 60 |
|
2022
Q2 | $179K | Hold |
696
| – | – | 0.19% | 55 |
|
2022
Q1 | $215K | Sell |
696
-54
| -7% | -$16.7K | 0.19% | 50 |
|
2021
Q4 | $252K | Buy |
+750
| New | +$252K | 0.21% | 46 |
|