MIM
MTM Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Buy |
18,219
+497
| +3% | +$247K | 3.04% | 4 |
|
|
2025
Q1 | $6.77M | Sell |
17,722
-978
| -5% | -$374K | 2.62% | 8 |
|
|
2024
Q4 | $7.88M | Sell |
18,700
-320
| -2% | -$135K | 3.03% | 4 |
|
|
2024
Q3 | $7.91M | Sell |
19,020
-397
| -2% | -$165K | 3.08% | 4 |
|
|
2024
Q2 | $8.68M | Sell |
19,417
-17
| -0.1% | -$7.6K | 3.56% | 4 |
|
|
2024
Q1 | $8.18M | Buy |
19,434
+289
| +2% | +$122K | 3.37% | 4 |
|
|
2023
Q4 | $7.2M | Sell |
19,145
-279
| -1% | -$105K | 3.29% | 3 |
|
|
2023
Q3 | $6.13M | Sell |
19,424
-349
| -2% | -$110K | 3.1% | 3 |
|
|
2023
Q2 | $6.73M | Sell |
19,773
-1,491
| -7% | -$508K | 3.29% | 3 |
|
|
2023
Q1 | $6.13M | Sell |
21,264
-216
| -1% | -$62.3K | 3.15% | 3 |
|
|
2022
Q4 | $5.15M | Sell |
21,480
-880
| -4% | -$211K | 2.67% | 3 |
|
|
2022
Q3 | $5.21M | Buy |
22,360
+198
| +0.9% | +$46.1K | 2.96% | 3 |
|
|
2022
Q2 | $5.75M | Buy |
22,162
+423
| +2% | +$110K | 3.11% | 3 |
|
|
2022
Q1 | $6.7M | Buy |
21,739
+622
| +3% | +$192K | 3.24% | 3 |
|
|
2021
Q4 | $7.1M | Sell |
21,117
-132
| -0.6% | -$44.4K | 3.38% | 3 |
|
|
2021
Q3 | $5.99M | Sell |
21,249
-796
| -4% | -$224K | 3.25% | 3 |
|
|
2021
Q2 | $5.97M | Sell |
22,045
-198
| -0.9% | -$53.6K | 3.13% | 3 |
|
|
2021
Q1 | $5.24M | Buy |
22,243
+307
| +1% | +$72.4K | 2.96% | 4 |
|
|
2020
Q4 | $4.88M | Buy |
+21,936
| New | +$4.88M | 3.01% | 4 |
|