Miller Equity Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,625
| Closed | -$4.48M | – | 25 |
|
|
2024
Q4 | $4.48M | Hold |
10,625
| – | – | 1.71% | 16 |
|
|
2024
Q3 | $4.57M | Sell |
10,625
-103
| -1% | -$44.3K | 1.78% | 14 |
|
|
2024
Q2 | $4.79M | Hold |
10,728
| – | – | 1.99% | 13 |
|
|
2024
Q1 | $4.51M | Hold |
10,728
| – | – | 1.86% | 14 |
|
|
2023
Q4 | $4.03M | Buy |
10,728
+190
| +2% | +$71.4K | 1.82% | 15 |
|
|
2023
Q3 | $3.33M | Hold |
10,538
| – | – | 1.72% | 16 |
|
|
2023
Q2 | $3.59M | Hold |
10,538
| – | – | 1.82% | 16 |
|
|
2023
Q1 | $3.04M | Hold |
10,538
| – | – | 1.7% | 17 |
|
|
2022
Q4 | $2.53M | Buy |
10,538
+500
| +5% | +$120K | 1.64% | 18 |
|
|
2022
Q3 | $2.34M | Buy |
10,038
+2,600
| +35% | +$606K | 1.72% | 20 |
|
|
2022
Q2 | $1.91M | Buy |
7,438
+4,600
| +162% | +$1.18M | 1.63% | 25 |
|
|
2022
Q1 | $875K | Buy |
2,838
+2,100
| +285% | +$647K | 0.74% | 38 |
|
|
2021
Q4 | $248K | Buy |
738
+2
| +0.3% | +$672 | 0.23% | 43 |
|
|
2021
Q3 | $207K | Buy |
+736
| New | +$207K | 0.2% | 45 |
|