Oak Harvest Investment Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
13,666
-87
| -0.6% | -$43.3K | 0.85% | 43 |
|
|
2025
Q1 | $5.16M | Sell |
13,753
-10,720
| -44% | -$4.02M | 0.72% | 51 |
|
|
2024
Q4 | $10.3M | Sell |
24,473
-3,439
| -12% | -$1.45M | 1.44% | 16 |
|
|
2024
Q3 | $12M | Sell |
27,912
-583
| -2% | -$251K | 1.72% | 12 |
|
|
2024
Q2 | $12.7M | Buy |
28,495
+11,294
| +66% | +$5.05M | 1.98% | 9 |
|
|
2024
Q1 | $7.24M | Buy |
17,201
+3,658
| +27% | +$1.54M | 1.18% | 33 |
|
|
2023
Q4 | $5.09M | Sell |
13,543
-13,142
| -49% | -$4.94M | 1.02% | 38 |
|
|
2023
Q3 | $8.43M | Buy |
26,685
+2,378
| +10% | +$751K | 1.78% | 16 |
|
|
2023
Q2 | $8.28M | Sell |
24,307
-7,177
| -23% | -$2.44M | 1.86% | 16 |
|
|
2023
Q1 | $9.08M | Buy |
31,484
+3,514
| +13% | +$1.01M | 2.09% | 8 |
|
|
2022
Q4 | $6.71M | Sell |
27,970
-1,119
| -4% | -$268K | 1.74% | 16 |
|
|
2022
Q3 | $6.78M | Buy |
29,089
+2,067
| +8% | +$481K | 1.81% | 13 |
|
|
2022
Q2 | $6.94M | Buy |
27,022
+1,085
| +4% | +$279K | 1.87% | 14 |
|
|
2022
Q1 | $8M | Buy |
25,937
+2,838
| +12% | +$875K | 1.98% | 12 |
|
|
2021
Q4 | $7.77M | Buy |
23,099
+75
| +0.3% | +$25.2K | 1.93% | 11 |
|
|
2021
Q3 | $6.49M | Buy |
23,024
+2,774
| +14% | +$782K | 1.89% | 14 |
|
|
2021
Q2 | $5.49M | Buy |
20,250
+1,792
| +10% | +$485K | 1.81% | 14 |
|
|
2021
Q1 | $4.35M | Buy |
18,458
+1,524
| +9% | +$359K | 1.67% | 22 |
|
|
2020
Q4 | $3.77M | Buy |
+16,934
| New | +$3.77M | 1.62% | 26 |
|