Morningstar Investment Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.07M | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $212M | Sell |
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|
2024
Q2 | $225M | Buy |
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|
2024
Q1 | $207M | Sell |
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|
2023
Q4 | $416M | Buy |
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|
2023
Q3 | $210M | Sell |
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|
2023
Q2 | $225M | Sell |
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|
2023
Q1 | $224M | Sell |
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|
2022
Q4 | $187M | Sell |
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|
2022
Q3 | $187M | Buy |
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|
2022
Q2 | $213M | Sell |
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|
2022
Q1 | $259M | Buy |
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|
2021
Q4 | $256M | Buy |
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|
2021
Q3 | $212M | Buy |
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|
2021
Q2 | $199M | Buy |
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|
2021
Q1 | $164M | Buy |
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|
2020
Q4 | $155M | Buy |
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|
2020
Q3 | $139M | Buy |
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|
2020
Q2 | $128M | Buy |
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|
2020
Q1 | $99.6M | Sell |
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|
2019
Q4 | $100M | Buy |
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|
2019
Q3 | $84.3M | Buy |
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|
2019
Q2 | $78.3M | Buy |
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|
2019
Q1 | $65.7M | Buy |
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|
2018
Q4 | $33.9M | Buy |
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|
2018
Q3 | $5.9M | Sell |
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|
2018
Q2 | $7.42M | Sell |
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|
2018
Q1 | $7.14M | Sell |
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|
2017
Q4 | $7.53M | Sell |
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|
2017
Q3 | $6.8M | Sell |
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|
2017
Q2 | $6.49M | Buy |
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|
2017
Q1 | $5.89M | Buy |
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|
2016
Q4 | $5.46M | Sell |
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|
2016
Q3 | $6.3M | Sell |
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|
2016
Q2 | $5.75M | Sell |
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|
2016
Q1 | $7.18M | Sell |
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|
2015
Q4 | $10.6M | Sell |
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|
2015
Q3 | $16.2M | Sell |
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|
2015
Q2 | $16.6M | Sell |
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|
2015
Q1 | $15.7M | Buy |
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|
2014
Q4 | $14.5M | Buy |
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|
2014
Q3 | $12.6M | Buy |
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|
2014
Q2 | $10.1M | Buy |
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|
2014
Q1 | $8.12M | Buy |
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|
2013
Q4 | $2.65M | Sell |
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|
2013
Q3 | $2.41M | Buy |
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|
2013
Q2 | $2.2M | Buy |
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