Morton Capital Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
41,918
+865
| +2% | +$430K | 3.7% | 7 |
|
|
2025
Q1 | $15.4M | Sell |
41,053
-385
| -0.9% | -$145K | 2.98% | 7 |
|
|
2024
Q4 | $17.5M | Sell |
41,438
-353
| -0.8% | -$149K | 3.29% | 8 |
|
|
2024
Q3 | $18M | Buy |
41,791
+874
| +2% | +$376K | 3.54% | 7 |
|
|
2024
Q2 | $18.3M | Sell |
40,917
-1,482
| -3% | -$662K | 4.34% | 6 |
|
|
2024
Q1 | $17.8M | Sell |
42,399
-663
| -2% | -$279K | 4.82% | 5 |
|
|
2023
Q4 | $16.2M | Sell |
43,062
-489
| -1% | -$184K | 4.81% | 5 |
|
|
2023
Q3 | $13.8M | Sell |
43,551
-690
| -2% | -$218K | 4.87% | 5 |
|
|
2023
Q2 | $15.1M | Buy |
44,241
+2,348
| +6% | +$800K | 5.14% | 5 |
|
|
2023
Q1 | $12.1M | Sell |
41,893
-498
| -1% | -$144K | 4.27% | 6 |
|
|
2022
Q4 | $10.2M | Sell |
42,391
-374
| -0.9% | -$89.7K | 3.97% | 5 |
|
|
2022
Q3 | $9.96M | Buy |
42,765
+623
| +1% | +$145K | 4.53% | 4 |
|
|
2022
Q2 | $10.8M | Buy |
42,142
+1,346
| +3% | +$346K | 4.71% | 4 |
|
|
2022
Q1 | $12.6M | Sell |
40,796
-105
| -0.3% | -$32.4K | 5.16% | 4 |
|
|
2021
Q4 | $13.8M | Buy |
+40,901
| New | +$13.8M | 5.57% | 4 |
|