Morningstar 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
$64.7M Buy
2025
Q1
$48.2M Buy
2024
Q4
$52.1M Buy
2024
Q3
$38.3M Buy
2024
Q2
$33.4M Buy
2024
Q1
$26.5M Hold
2023
Q4
$23.7M Hold
2023
Q3
$19.9M Hold
2023
Q2
$21.5M Sell
2023
Q1
$25M Sell
2022
Q4
$24.1M Hold
2022
Q3
$23.4M Hold
2022
Q2
$25.8M Buy
2022
Q1
$18.7M Buy
2021
Q4
$13.7M Buy