Moody Aldrich Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
1,333
| – | – | 0.13% | 116 |
|
|
2025
Q1 | $500K | Sell |
1,333
-446
| -25% | -$167K | 0.1% | 124 |
|
|
2024
Q4 | $750K | Sell |
1,779
-307
| -15% | -$129K | 0.14% | 117 |
|
|
2024
Q3 | $898K | Sell |
2,086
-900
| -30% | -$387K | 0.16% | 110 |
|
|
2024
Q2 | $1.33M | Sell |
2,986
-231
| -7% | -$103K | 0.26% | 109 |
|
|
2024
Q1 | $1.35M | Sell |
3,217
-1,158
| -26% | -$487K | 0.23% | 116 |
|
|
2023
Q4 | $1.37M | Buy |
4,375
+1,226
| +39% | +$385K | 0.25% | 110 |
|
|
2023
Q3 | $1.01M | Buy |
+3,149
| New | +$1.01M | 0.19% | 117 |
|