Mason & Associates (California)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.07M Sell
14,221
-6
-0% -$2.99K 1.63% 18
2025
Q1
$5.34M Buy
14,227
+4,135
+41% +$1.55M 1.33% 17
2024
Q4
$4.25M Buy
10,092
+332
+3% +$140K 1% 21
2024
Q3
$4.2M Buy
9,760
+180
+2% +$77.5K 1.05% 21
2024
Q2
$4.28M Buy
9,580
+803
+9% +$359K 1.14% 20
2024
Q1
$3.69M Buy
8,777
+958
+12% +$403K 0.99% 23
2023
Q4
$2.94M Buy
7,819
+101
+1% +$38K 0.86% 16
2023
Q3
$2.44M Buy
7,718
+2,474
+47% +$781K 0.78% 19
2023
Q2
$1.79M Buy
5,244
+308
+6% +$105K 0.53% 18
2023
Q1
$1.42M Sell
4,936
-904
-15% -$261K 0.44% 24
2022
Q4
$1.4M Buy
5,840
+111
+2% +$26.6K 0.45% 22
2022
Q3
$1.33M Buy
5,729
+208
+4% +$48.4K 0.47% 24
2022
Q2
$1.42M Sell
5,521
-25
-0.5% -$6.42K 0.5% 25
2022
Q1
$1.71M Buy
5,546
+1,266
+30% +$390K 0.52% 33
2021
Q4
$1.44M Buy
+4,280
New +$1.44M 0.44% 32