McAlister Sweet & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
15,437
+3,404
| +28% | +$1.69M | 6.81% | 4 |
|
|
2025
Q1 | $4.52M | Buy |
+12,033
| New | +$4.52M | 3.42% | 12 |
|
|
2024
Q4 | – | Sell |
-12,524
| Closed | -$5.39M | – | 25 |
|
|
2024
Q3 | $5.39M | Buy |
12,524
+2,448
| +24% | +$1.05M | 4.45% | 9 |
|
|
2024
Q2 | $4.5M | Sell |
10,076
-384
| -4% | -$172K | 3.23% | 11 |
|
|
2024
Q1 | $4.4M | Buy |
10,460
+139
| +1% | +$58.5K | 3.46% | 10 |
|
|
2023
Q4 | $3.88M | Buy |
10,321
+386
| +4% | +$145K | 3.61% | 9 |
|
|
2023
Q3 | $3.14M | Buy |
9,935
+245
| +3% | +$77.4K | 2.67% | 11 |
|
|
2023
Q2 | $3.3M | Buy |
9,690
+369
| +4% | +$126K | 2.84% | 9 |
|
|
2023
Q1 | $2.69M | Buy |
9,321
+295
| +3% | +$85K | 2.95% | 9 |
|
|
2022
Q4 | $2.16M | Buy |
9,026
+151
| +2% | +$36.2K | 3.21% | 9 |
|
|
2022
Q3 | $2.07M | Sell |
8,875
-1,107
| -11% | -$258K | 2.21% | 12 |
|
|
2022
Q2 | $2.56M | Buy |
9,982
+943
| +10% | +$242K | 2.6% | 16 |
|
|
2022
Q1 | $2.79M | Buy |
9,039
+2,596
| +40% | +$800K | 2.96% | 10 |
|
|
2021
Q4 | $2.17M | Buy |
+6,443
| New | +$2.17M | 1.89% | 15 |
|