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 |
|