Meridian Wealth 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 | $80.2M | Sell |
161,184
-130
| -0.1% | -$64.7K | 3.42% | 4 |
|
|
2025
Q1 | $60.6M | Sell |
161,314
-12,449
| -7% | -$4.67M | 2.93% | 6 |
|
|
2024
Q4 | $73.2M | Buy |
173,763
+2,711
| +2% | +$1.14M | 3.46% | 5 |
|
|
2024
Q3 | $73.6M | Buy |
+171,052
| New | +$73.6M | 3.62% | 5 |
|
|
2024
Q2 | – | Sell |
-160,618
| Closed | -$67.5M | – | 453 |
|
|
2024
Q1 | $67.5M | Sell |
160,618
-407
| -0.3% | -$171K | 11.23% | 1 |
|
|
2023
Q4 | $60.5M | Sell |
161,025
-120,027
| -43% | -$45.1M | 3.86% | 3 |
|
|
2023
Q3 | $88.8M | Buy |
281,052
+147,260
| +110% | +$46.5M | 5.44% | 2 |
|
|
2023
Q2 | $45.6M | Sell |
133,792
-4,457
| -3% | -$1.52M | 3.84% | 3 |
|
|
2023
Q1 | $39.9M | Buy |
138,249
+4,723
| +4% | +$1.36M | 3.48% | 4 |
|
|
2022
Q4 | $32M | Buy |
133,526
+7,790
| +6% | +$1.87M | 3.14% | 4 |
|
|
2022
Q3 | $29.3M | Sell |
125,736
-36,995
| -23% | -$8.62M | 3.15% | 4 |
|
|
2022
Q2 | $41.8M | Buy |
162,731
+55,572
| +52% | +$14.3M | 3.42% | 3 |
|
|
2022
Q1 | $33M | Buy |
107,159
+758
| +0.7% | +$234K | 3.61% | 5 |
|
|
2021
Q4 | $35.8M | Buy |
106,401
+1,569
| +1% | +$528K | 3.82% | 4 |
|
|
2021
Q3 | $29.6M | Buy |
104,832
+2,084
| +2% | +$588K | 3.65% | 5 |
|
|
2021
Q2 | $27.8M | Buy |
102,748
+3,430
| +3% | +$929K | 3.55% | 5 |
|
|
2021
Q1 | $23.4M | Buy |
99,318
+1,877
| +2% | +$443K | 3.41% | 5 |
|
|
2020
Q4 | $21.7M | Buy |
97,441
+5,409
| +6% | +$1.2M | 3.44% | 5 |
|
|
2020
Q3 | $19.4M | Buy |
92,032
+9,384
| +11% | +$1.97M | 4.75% | 4 |
|
|
2020
Q2 | $16.8M | Buy |
82,648
+10,390
| +14% | +$2.11M | 5.63% | 3 |
|
|
2020
Q1 | $11.4M | Buy |
72,258
+28,643
| +66% | +$4.52M | 5.05% | 4 |
|
|
2019
Q4 | $6.88M | Buy |
43,615
+1,663
| +4% | +$262K | 3.31% | 7 |
|
|
2019
Q3 | $5.83M | Buy |
41,952
+1,524
| +4% | +$212K | 2.75% | 10 |
|
|
2019
Q2 | $54.2K | Sell |
40,428
-197
| -0.5% | -$264 | 2.19% | 10 |
|
|
2019
Q1 | $4.79M | Buy |
40,625
+154
| +0.4% | +$18.2K | 2.18% | 10 |
|
|
2018
Q4 | $4.11M | Buy |
40,471
+4,868
| +14% | +$494K | 2.42% | 10 |
|
|
2018
Q3 | $4.07M | Buy |
35,603
+54
| +0.2% | +$6.18K | 1.75% | 15 |
|
|
2018
Q2 | $3.51M | Buy |
35,549
+3,552
| +11% | +$350K | 1.65% | 17 |
|
|
2018
Q1 | $2.92M | Buy |
31,997
+1,679
| +6% | +$153K | 1.46% | 20 |
|
|
2017
Q4 | $2.34M | Buy |
30,318
+1,131
| +4% | +$87.2K | 1.44% | 16 |
|
|
2017
Q3 | $2.18M | Sell |
29,187
-1,030
| -3% | -$76.8K | 1.38% | 16 |
|
|
2017
Q2 | $2.08M | Buy |
30,217
+150
| +0.5% | +$10.3K | 1.32% | 17 |
|
|
2017
Q1 | $1.98M | Buy |
30,067
+14,401
| +92% | +$948K | 1.19% | 20 |
|
|
2016
Q4 | $985K | Buy |
+15,666
| New | +$985K | 0.78% | 30 |
|