Montag & Caldwell’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $23.4M | Sell |
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|
2024
Q3 | $30.7M | Sell |
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|
2024
Q2 | $35.2M | Sell |
|
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|
2024
Q1 | $42.5M | Sell |
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|
2023
Q4 | $39.2M | Sell |
|
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|
2023
Q3 | $51.6M | Sell |
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|
2023
Q2 | $56.2M | Sell |
|
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|
2023
Q1 | $47.9M | Sell |
|
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|
2022
Q4 | $40.5M | Sell |
|
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|
2022
Q3 | $40.2M | Sell |
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|
2022
Q2 | $44.8M | Sell |
|
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|
2022
Q1 | $57.1M | Sell |
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|
2021
Q4 | $63.3M | Sell |
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|
2021
Q3 | $59.4M | Buy |
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|
2021
Q2 | $57M | Buy |
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|
2021
Q1 | $42.1M | Sell |
|
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|
2020
Q4 | $91.1M | Sell |
|
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|
2020
Q3 | $87M | Sell |
|
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|
2020
Q2 | $98.2M | Sell |
|
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|
2020
Q1 | $91.8M | Sell |
|
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|
2019
Q4 | $114M | Sell |
|
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|
2019
Q3 | $105M | Sell |
|
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|
2019
Q2 | $103M | Sell |
|
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|
2019
Q1 | $95.1M | Sell |
|
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|
2018
Q4 | $89.3M | Sell |
|
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|
2018
Q3 | $126M | Sell |
|
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|
2018
Q2 | $114M | Sell |
|
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|
2018
Q1 | $122M | Sell |
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|
2017
Q4 | $148M | Sell |
|
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|
2017
Q3 | $142M | Sell |
|
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|
2017
Q2 | $160M | Sell |
|
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|
2017
Q1 | $166M | Sell |
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|
2016
Q4 | $171M | Buy |
|
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|
2016
Q3 | $340K | Hold |
|
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|
2016
Q2 | $302K | Sell |
|
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|
2016
Q1 | $140M | Buy |
|
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|
2015
Q4 | $342K | Hold |
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|
2015
Q3 | $273K | Hold |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $748K | Hold |
|
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|
2014
Q4 | $855K | Sell |
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|
2014
Q3 | $903K | Sell |
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|
2014
Q2 | $823K | Hold |
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|
2014
Q1 | $809K | Sell |
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|
2013
Q4 | $739K | Buy |
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|
2013
Q3 | $636K | Sell |
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|
2013
Q2 | $662K | Buy |
|