MML Investors Services’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $644M | Buy |
1,294,469
+49,219
| +4% | +$24.5M | 1.86% | 2 |
|
2025
Q1 | $467M | Buy |
1,245,250
+73,452
| +6% | +$27.6M | 1.56% | 4 |
|
2024
Q4 | $494M | Buy |
1,171,798
+55,350
| +5% | +$23.3M | 1.7% | 4 |
|
2024
Q3 | $480M | Buy |
1,116,448
+52,432
| +5% | +$22.6M | 1.75% | 4 |
|
2024
Q2 | $476M | Sell |
1,064,016
-42,254
| -4% | -$18.9M | 1.92% | 2 |
|
2024
Q1 | $465M | Sell |
1,106,270
-5,034
| -0.5% | -$2.12M | 1.92% | 2 |
|
2023
Q4 | $418M | Buy |
1,111,304
+110,861
| +11% | +$41.7M | 1.93% | 2 |
|
2023
Q3 | $316M | Buy |
1,000,443
+33,727
| +3% | +$10.6M | 1.75% | 3 |
|
2023
Q2 | $329M | Buy |
966,716
+64,195
| +7% | +$21.9M | 1.81% | 3 |
|
2023
Q1 | $260M | Sell |
902,521
-60,042
| -6% | -$17.3M | 1.84% | 2 |
|
2022
Q4 | $231M | Buy |
962,563
+42,946
| +5% | +$10.3M | 1.52% | 3 |
|
2022
Q3 | $214M | Buy |
919,617
+43,256
| +5% | +$10.1M | 1.62% | 4 |
|
2022
Q2 | $225M | Buy |
876,361
+74,873
| +9% | +$19.2M | 1.71% | 4 |
|
2022
Q1 | $247M | Buy |
801,488
+54,192
| +7% | +$16.7M | 1.74% | 5 |
|
2021
Q4 | $251M | Buy |
747,296
+16,248
| +2% | +$5.46M | 1.81% | 5 |
|
2021
Q3 | $206M | Buy |
731,048
+27,767
| +4% | +$7.83M | 1.64% | 5 |
|
2021
Q2 | $191M | Buy |
703,281
+30,274
| +4% | +$8.2M | 1.6% | 5 |
|
2021
Q1 | $159M | Buy |
673,007
+31,959
| +5% | +$7.53M | 1.52% | 6 |
|
2020
Q4 | $143M | Buy |
641,048
+52,699
| +9% | +$11.7M | 1.52% | 6 |
|
2020
Q3 | $124M | Buy |
588,349
+10,498
| +2% | +$2.21M | 1.55% | 6 |
|
2020
Q2 | $118M | Buy |
577,851
+57,611
| +11% | +$11.7M | 1.57% | 6 |
|
2020
Q1 | $82M | Buy |
520,240
+39,793
| +8% | +$6.28M | 1.41% | 7 |
|
2019
Q4 | $75.8M | Buy |
480,447
+35,587
| +8% | +$5.61M | 1.08% | 9 |
|
2019
Q3 | $61.8M | Sell |
444,860
-54,849
| -11% | -$7.63M | 1% | 15 |
|
2019
Q2 | $66.9M | Buy |
499,709
+23,348
| +5% | +$3.13M | 0.96% | 14 |
|
2019
Q1 | $56.2M | Buy |
476,361
+38,056
| +9% | +$4.49M | 0.87% | 16 |
|
2018
Q4 | $44.5M | Buy |
438,305
+39,206
| +10% | +$3.98M | 0.8% | 19 |
|
2018
Q3 | $45.6M | Buy |
399,099
+115,601
| +41% | +$13.2M | 0.77% | 18 |
|
2018
Q2 | $28M | Buy |
283,498
+13,718
| +5% | +$1.35M | 0.61% | 32 |
|
2018
Q1 | $24.6M | Sell |
269,780
-13,251
| -5% | -$1.21M | 0.52% | 45 |
|
2017
Q4 | $24.2M | Buy |
283,031
+12,518
| +5% | +$1.07M | 0.46% | 55 |
|
2017
Q3 | $20.2M | Sell |
270,513
-2,556
| -0.9% | -$190K | 0.42% | 64 |
|
2017
Q2 | $18.8M | Buy |
273,069
+25,862
| +10% | +$1.78M | 0.36% | 74 |
|
2017
Q1 | $16.3M | Buy |
+247,207
| New | +$16.3M | 0.33% | 38 |
|