Montgomery Investment Management’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 | $5.95M | Sell |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $5.67M | Hold |
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|
2024
Q3 | $5.79M | Buy |
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|
2024
Q2 | $5.97M | Buy |
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|
2024
Q1 | $5.59M | Sell |
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|
2023
Q4 | $7.07M | Hold |
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|
2023
Q3 | $5.94M | Hold |
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|
2023
Q2 | $6.4M | Hold |
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|
2023
Q1 | $5.42M | Hold |
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|
2022
Q4 | $4.51M | Hold |
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|
2022
Q3 | $4.38M | Hold |
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|
2022
Q2 | $4.83M | Sell |
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|
2022
Q1 | $5.92M | Hold |
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|
2021
Q4 | $6.46M | Sell |
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|
2021
Q3 | $5.43M | Hold |
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|
2021
Q2 | $5.22M | Buy |
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|
2021
Q1 | $4.41M | Buy |
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|
2020
Q4 | $4.04M | Sell |
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|
2020
Q3 | $3.93M | Buy |
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|
2020
Q2 | $3.62M | Sell |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $2.88M | Sell |
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|
2019
Q3 | $2.57M | Hold |
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|
2019
Q2 | $2.48M | Hold |
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|
2019
Q1 | $2.18M | Hold |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $2.23M | Sell |
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|
2018
Q2 | $1.93M | Hold |
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|
2018
Q1 | $1.78M | Hold |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $1.5M | Hold |
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|
2017
Q2 | $1.39M | Sell |
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|
2017
Q1 | $1.33M | Hold |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.17M | Hold |
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|
2016
Q2 | $1.04M | Hold |
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|
2016
Q1 | $1.13M | Hold |
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|
2015
Q4 | $1.13M | Hold |
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|
2015
Q3 | $902K | Sell |
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|
2015
Q2 | $931K | Sell |
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|
2015
Q1 | $865K | Hold |
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|
2014
Q4 | $989K | Buy |
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|
2014
Q3 | $609K | Buy |
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|
2014
Q2 | $473K | Sell |
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|
2014
Q1 | $711K | Sell |
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|
2013
Q4 | $731K | Sell |
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|
2013
Q3 | $2.19M | Sell |
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|
2013
Q2 | $2.33M | Buy |
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