Mountain Capital Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.57M | Buy |
4,219
+224
| +6% | +$90.6K | 0.22% | 18 |
|
|
2026
Q1 | $1.7M | Buy |
3,995
+43
| +1% | +$18K | 0.25% | 16 |
|
|
2025
Q4 | $1.84M | Buy |
3,952
+4
| +0.1% | +$2K | 0.3% | 15 |
|
|
2025
Q3 | $2.05M | Buy |
3,948
+124
| +3% | +$63.3K | 0.36% | 15 |
|
|
2025
Q2 | $1.88M | Buy |
3,824
+58
| +2% | +$25.2K | 0.36% | 14 |
|
|
2025
Q1 | $1.46M | Buy |
3,766
+206
| +6% | +$84K | 0.31% | 17 |
|
|
2024
Q4 | $1.53M | Buy |
3,560
+10
| +0.3% | +$4.26K | 0.32% | 17 |
|
|
2024
Q3 | $1.5M | Sell |
3,550
-54
| -1% | -$23.1K | 0.33% | 15 |
|
|
2024
Q2 | $1.64M | Buy |
3,604
+206
| +6% | +$87K | 0.41% | 12 |
|
|
2024
Q1 | $1.45M | Buy |
3,398
+294
| +9% | +$119K | 0.41% | 12 |
|
|
2023
Q4 | $1.16M | Buy |
3,104
+201
| +7% | +$71.5K | 0.39% | 13 |
|
|
2023
Q3 | $1.07M | Buy |
2,903
+182
| +7% | +$60.1K | 0.4% | 14 |
|
|
2023
Q2 | $939K | Buy |
2,721
+429
| +19% | +$134K | 0.35% | 45 |
|
|
2023
Q1 | $664K | Sell |
2,292
-49
| -2% | -$12.5K | 0.29% | 50 |
|
|
2022
Q4 | $536K | Sell |
2,341
-10,586
| -82% | -$2.54M | 0.24% | 60 |
|
|
2022
Q3 | $3.06M | Sell |
12,927
-691
| -5% | -$182K | 1.6% | 13 |
|
|
2022
Q2 | $3.65M | Buy |
13,618
+752
| +6% | +$204K | 1.83% | 12 |
|
|
2022
Q1 | $3.67M | Buy |
12,866
+511
| +4% | +$154K | 1.73% | 12 |
|
|
2021
Q4 | $3.89M | Sell |
12,355
-2,730
| -18% | -$885K | 1.76% | 8 |
|
|
2021
Q3 | $4.45M | Buy |
15,085
+261
| +2% | +$75.9K | 2.35% | 5 |
|
|
2021
Q2 | $4.11M | Sell |
14,824
-318
| -2% | -$80.8K | 1.9% | 11 |
|
|
2021
Q1 | $3.91M | Buy |
15,142
+1,039
| +7% | +$241K | 1.96% | 8 |
|
|
2020
Q4 | $3.07M | Sell |
14,103
-3,318
| -19% | -$713K | 1.85% | 9 |
|
|
2020
Q3 | $3.86M | Buy |
17,421
+16,128
| +1,247% | +$3.39M | 2.49% | 7 |
|
|
2020
Q2 | $269K | Buy |
+1,293
| New | +$235K | 0.12% | 41 |
|
|
2019
Q3 | – | Sell |
-1,577
| Closed | -$219K | – | 49 |
|
|
2019
Q2 | $219K | Buy |
+1,577
| New | +$200K | 0.21% | 43 |
|
|
2017
Q4 | – | Sell |
-1,220
| Closed | -$91K | – | 280 |
|
|
2017
Q3 | $91K | Buy |
1,220
+167
| +16% | +$12.2K | 0.08% | 73 |
|
|
2017
Q2 | $73K | Buy |
+1,053
| New | +$72.3K | 0.07% | 105 |
|
Other funds holding MSFT
PAM
CRM
CNB
WT
SP