MAM
Milestone Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Buy |
16,946
+7,389
| +77% | +$3.68M | 1.78% | 9 |
|
|
2025
Q1 | $3.59M | Buy |
9,557
+931
| +11% | +$350K | 0.76% | 29 |
|
|
2024
Q4 | $3.64M | Sell |
8,626
-101
| -1% | -$42.6K | 0.8% | 34 |
|
|
2024
Q3 | $3.76M | Sell |
8,727
-11,650
| -57% | -$5.01M | 0.84% | 29 |
|
|
2024
Q2 | $9.11M | Sell |
20,377
-3,801
| -16% | -$1.7M | 2.28% | 9 |
|
|
2024
Q1 | $10.2M | Buy |
24,178
+20,039
| +484% | +$8.43M | 2.91% | 7 |
|
|
2023
Q4 | $1.56M | Buy |
4,139
+268
| +7% | +$101K | 0.51% | 13 |
|
|
2023
Q3 | $1.25M | Buy |
3,871
+613
| +19% | +$197K | 0.44% | 18 |
|
|
2023
Q2 | $1.11M | Sell |
3,258
-737
| -18% | -$251K | 0.49% | 13 |
|
|
2023
Q1 | $1.15M | Buy |
3,995
+61
| +2% | +$17.6K | 0.66% | 25 |
|
|
2022
Q4 | $954K | Buy |
+3,934
| New | +$954K | 0.57% | 19 |
|