Meridian Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
611
-386
-39% -$206K 0.09% 65
2025
Q1
$374K Sell
997
-1,524
-60% -$572K 0.12% 57
2024
Q4
$1.06M Buy
2,521
+161
+7% +$67.9K 0.28% 48
2024
Q3
$1.02M Buy
2,360
+163
+7% +$70.1K 0.26% 49
2024
Q2
$982K Buy
2,197
+112
+5% +$50.1K 0.27% 50
2024
Q1
$877K Buy
2,085
+6
+0.3% +$2.53K 0.24% 55
2023
Q4
$874K Buy
2,079
+132
+7% +$55.5K 0.25% 51
2023
Q3
$615K Buy
1,947
+420
+28% +$133K 0.2% 59
2023
Q2
$520K Buy
1,527
+203
+15% +$69.1K 0.16% 63
2023
Q1
$382K Buy
+1,324
New +$382K 0.13% 67
2022
Q2
Sell
-1,212
Closed -$374K 82
2022
Q1
$374K Hold
1,212
0.12% 68
2021
Q4
$408K Buy
1,212
+20
+2% +$6.73K 0.12% 66
2021
Q3
$336K Hold
1,192
0.1% 69
2021
Q2
$323K Buy
1,192
+101
+9% +$27.4K 0.1% 73
2021
Q1
$257K Sell
1,091
-20
-2% -$4.71K 0.08% 74
2020
Q4
$247K Sell
1,111
-529
-32% -$118K 0.08% 74
2020
Q3
$345K Buy
1,640
+549
+50% +$115K 0.13% 60
2020
Q2
$222K Buy
+1,091
New +$222K 0.09% 70