MIM
Merrion Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
6,861
-220
| -3% | -$109K | 2.21% | 10 |
|
|
2025
Q1 | $2.66M | Sell |
7,081
-715
| -9% | -$268K | 1.91% | 11 |
|
|
2024
Q4 | $3.29M | Sell |
7,796
-40
| -0.5% | -$16.9K | 2.29% | 9 |
|
|
2024
Q3 | $3.37M | Sell |
7,836
-15
| -0.2% | -$6.45K | 2.22% | 9 |
|
|
2024
Q2 | $3.51M | Hold |
7,851
| – | – | 2.41% | 9 |
|
|
2024
Q1 | $3.3M | Sell |
7,851
-750
| -9% | -$316K | 2.36% | 12 |
|
|
2023
Q4 | $3.23M | Sell |
8,601
-100
| -1% | -$37.6K | 2.54% | 11 |
|
|
2023
Q3 | $2.75M | Sell |
8,701
-250
| -3% | -$78.9K | 2.38% | 11 |
|
|
2023
Q2 | $3.05M | Sell |
8,951
-60
| -0.7% | -$20.4K | 2.58% | 11 |
|
|
2023
Q1 | $2.6M | Sell |
9,011
-75
| -0.8% | -$21.6K | 2.48% | 11 |
|
|
2022
Q4 | $2.18M | Sell |
9,086
-150
| -2% | -$36K | 2.03% | 14 |
|
|
2022
Q3 | $2.15M | Hold |
9,236
| – | – | 2.12% | 13 |
|
|
2022
Q2 | $2.37M | Sell |
9,236
-80
| -0.9% | -$20.5K | 2.3% | 10 |
|
|
2022
Q1 | $2.87M | Hold |
9,316
| – | – | 2.1% | 12 |
|
|
2021
Q4 | $3.13M | Hold |
9,316
| – | – | 2.3% | 12 |
|
|
2021
Q3 | $2.63M | Hold |
9,316
| – | – | 2% | 14 |
|
|
2021
Q2 | $2.52M | Hold |
9,316
| – | – | 1.91% | 14 |
|
|
2021
Q1 | $2.2M | Hold |
9,316
| – | – | 1.83% | 15 |
|
|
2020
Q4 | $2.07M | Buy |
+9,316
| New | +$2.07M | 1.75% | 13 |
|