MCM
Mendel Capital Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
10,711
-75
| -0.7% | -$37.3K | 3.04% | 6 |
|
|
2025
Q1 | $4.05M | Sell |
10,786
-174
| -2% | -$65.3K | 2.45% | 9 |
|
|
2024
Q4 | $4.62M | Sell |
10,960
-358
| -3% | -$151K | 2.8% | 9 |
|
|
2024
Q3 | $4.87M | Sell |
11,318
-412
| -4% | -$177K | 2.99% | 8 |
|
|
2024
Q2 | $5.24M | Sell |
11,730
-42
| -0.4% | -$18.8K | 3.39% | 7 |
|
|
2024
Q1 | $4.95M | Sell |
11,772
-354
| -3% | -$149K | 3.28% | 6 |
|
|
2023
Q4 | $4.56M | Buy |
12,126
+817
| +7% | +$307K | 3.28% | 7 |
|
|
2023
Q3 | $3.57M | Sell |
11,309
-521
| -4% | -$165K | 2.93% | 8 |
|
|
2023
Q2 | $4.03M | Sell |
11,830
-90
| -0.8% | -$30.6K | 3.22% | 7 |
|
|
2023
Q1 | $3.44M | Buy |
11,920
+67
| +0.6% | +$19.3K | 3.1% | 7 |
|
|
2022
Q4 | $2.84M | Buy |
11,853
+737
| +7% | +$177K | 2.96% | 7 |
|
|
2022
Q3 | $2.59M | Buy |
11,116
+667
| +6% | +$155K | 3.04% | 7 |
|
|
2022
Q2 | $2.68M | Sell |
10,449
-66
| -0.6% | -$17K | 3% | 6 |
|
|
2022
Q1 | $3.24M | Buy |
10,515
+116
| +1% | +$35.8K | 3.07% | 6 |
|
|
2021
Q4 | $3.5M | Buy |
+10,399
| New | +$3.5M | 3.21% | 6 |
|