MJP
Michael J. Puzo’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
37,054
-1,565
| -4% | -$778K | 5.25% | 2 |
|
|
2025
Q1 | $14.5M | Buy |
38,619
+421
| +1% | +$158K | 4.15% | 4 |
|
|
2024
Q4 | $16.1M | Sell |
38,198
-1,287
| -3% | -$542K | 4.5% | 5 |
|
|
2024
Q3 | $17M | Buy |
39,485
+32
| +0.1% | +$13.8K | 4.44% | 2 |
|
|
2024
Q2 | $17.6M | Sell |
39,453
-502
| -1% | -$224K | 4.89% | 4 |
|
|
2024
Q1 | $16.8M | Buy |
39,955
+1,483
| +4% | +$624K | 4.66% | 1 |
|
|
2023
Q4 | $14.5M | Sell |
38,472
-63
| -0.2% | -$23.7K | 4.6% | 2 |
|
|
2023
Q3 | $12.2M | Sell |
38,535
-317
| -0.8% | -$100K | 4.13% | 4 |
|
|
2023
Q2 | $13.2M | Sell |
38,852
-1,451
| -4% | -$494K | 4.19% | 2 |
|
|
2023
Q1 | $11.6M | Buy |
40,303
+1,126
| +3% | +$325K | 3.88% | 4 |
|
|
2022
Q4 | $9.4M | Buy |
39,177
+288
| +0.7% | +$69.1K | 3.39% | 10 |
|
|
2022
Q3 | $9.06M | Buy |
38,889
+130
| +0.3% | +$30.3K | 3.44% | 9 |
|
|
2022
Q2 | $9.96M | Sell |
38,759
-146
| -0.4% | -$37.5K | 3.54% | 9 |
|
|
2022
Q1 | $12M | Sell |
38,905
-1,474
| -4% | -$454K | 3.61% | 6 |
|
|
2021
Q4 | $13.6M | Buy |
40,379
+852
| +2% | +$287K | 3.84% | 4 |
|
|
2021
Q3 | $11.1M | Sell |
39,527
-1,880
| -5% | -$530K | 3.53% | 7 |
|
|
2021
Q2 | $11.2M | Sell |
41,407
-3,166
| -7% | -$858K | 3.49% | 6 |
|
|
2021
Q1 | $10.5M | Sell |
44,573
-2,167
| -5% | -$511K | 3.35% | 8 |
|
|
2020
Q4 | $10.4M | Sell |
46,740
-762
| -2% | -$169K | 3.39% | 8 |
|
|
2020
Q3 | $9.99M | Sell |
47,502
-3,225
| -6% | -$678K | 3.56% | 8 |
|
|
2020
Q2 | $10.3M | Sell |
50,727
-3,178
| -6% | -$647K | 3.86% | 4 |
|
|
2020
Q1 | $8.5M | Sell |
53,905
-3,810
| -7% | -$601K | 3.74% | 6 |
|
|
2019
Q4 | $9.1M | Sell |
57,715
-2,585
| -4% | -$408K | 3.26% | 12 |
|
|
2019
Q3 | $8.39M | Sell |
60,300
-1,568
| -3% | -$218K | 3.16% | 13 |
|
|
2019
Q2 | $8.29M | Sell |
61,868
-358
| -0.6% | -$48K | 3.08% | 12 |
|
|
2019
Q1 | $7.34M | Sell |
62,226
-3,520
| -5% | -$415K | 2.86% | 16 |
|
|
2018
Q4 | $6.68M | Sell |
65,746
-5,110
| -7% | -$519K | 2.97% | 15 |
|
|
2018
Q3 | $8.1M | Sell |
70,856
-4,150
| -6% | -$475K | 3.06% | 13 |
|
|
2018
Q2 | $7.4M | Sell |
75,006
-1,815
| -2% | -$179K | 3.13% | 12 |
|
|
2018
Q1 | $7.01M | Sell |
76,821
-5,636
| -7% | -$514K | 2.99% | 13 |
|
|
2017
Q4 | $7.05M | Buy |
82,457
+12,605
| +18% | +$1.08M | 2.91% | 13 |
|
|
2017
Q3 | $5.2M | Sell |
69,852
-943
| -1% | -$70.2K | 2.71% | 16 |
|
|
2017
Q2 | $4.88M | Sell |
70,795
-700
| -1% | -$48.2K | 2.63% | 17 |
|
|
2017
Q1 | $4.71M | Sell |
71,495
-1,843
| -3% | -$121K | 2.62% | 16 |
|
|
2016
Q4 | $4.56M | Sell |
73,338
-118
| -0.2% | -$7.33K | 2.64% | 16 |
|
|
2016
Q3 | $4.23M | Buy |
73,456
+9,850
| +15% | +$567K | 2.44% | 16 |
|
|
2016
Q2 | $3.25M | Hold |
63,606
| – | – | 2.15% | 18 |
|
|
2016
Q1 | $3.51M | Buy |
63,606
+4,575
| +8% | +$253K | 2.33% | 16 |
|
|
2015
Q4 | $3.27M | Buy |
59,031
+781
| +1% | +$43.3K | 2.29% | 17 |
|
|
2015
Q3 | $2.58M | Sell |
58,250
-1,465
| -2% | -$64.8K | 1.83% | 19 |
|
|
2015
Q2 | $2.64M | Buy |
59,715
+754
| +1% | +$33.3K | 1.7% | 22 |
|
|
2015
Q1 | $2.4M | Sell |
58,961
-882
| -1% | -$35.9K | 1.53% | 24 |
|
|
2014
Q4 | $2.78M | Buy |
59,843
+160
| +0.3% | +$7.43K | 1.82% | 20 |
|
|
2014
Q3 | $2.77M | Sell |
59,683
-165
| -0.3% | -$7.65K | 1.9% | 19 |
|
|
2014
Q2 | $2.5M | Sell |
59,848
-972
| -2% | -$40.5K | 1.73% | 21 |
|
|
2014
Q1 | $2.49M | Sell |
60,820
-1,258
| -2% | -$51.5K | 1.79% | 20 |
|
|
2013
Q4 | $2.32M | Buy |
62,078
+2,300
| +4% | +$86K | 1.69% | 21 |
|
|
2013
Q3 | $1.99M | Sell |
59,778
-10,805
| -15% | -$360K | 1.66% | 23 |
|
|
2013
Q2 | $2.44M | Buy |
+70,583
| New | +$2.44M | 2.14% | 17 |
|