O'Rourke & Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Sell |
13,078
-21
| -0.2% | -$10.4K | 3.04% | 7 |
|
|
2025
Q1 | $4.92M | Sell |
13,099
-221
| -2% | -$83K | 2.44% | 8 |
|
|
2024
Q4 | $5.61M | Sell |
13,320
-916
| -6% | -$386K | 2.75% | 7 |
|
|
2024
Q3 | $6.13M | Buy |
14,236
+404
| +3% | +$174K | 3.07% | 5 |
|
|
2024
Q2 | $6.18M | Buy |
13,832
+142
| +1% | +$63.5K | 3.48% | 5 |
|
|
2024
Q1 | $5.76M | Buy |
13,690
+299
| +2% | +$126K | 3.34% | 5 |
|
|
2023
Q4 | $5.04M | Buy |
13,391
+188
| +1% | +$70.7K | 3.25% | 5 |
|
|
2023
Q3 | $4.17M | Buy |
13,203
+335
| +3% | +$106K | 3.04% | 6 |
|
|
2023
Q2 | $4.38M | Buy |
12,868
+122
| +1% | +$41.5K | 3.07% | 6 |
|
|
2023
Q1 | $3.68M | Buy |
12,746
+63
| +0.5% | +$18.2K | 2.8% | 7 |
|
|
2022
Q4 | $3.04M | Buy |
12,683
+675
| +6% | +$162K | 2.41% | 7 |
|
|
2022
Q3 | $2.8M | Buy |
12,008
+592
| +5% | +$138K | 2.44% | 7 |
|
|
2022
Q2 | $2.93M | Buy |
11,416
+256
| +2% | +$65.7K | 2.49% | 7 |
|
|
2022
Q1 | $3.44M | Buy |
11,160
+402
| +4% | +$124K | 2.37% | 7 |
|
|
2021
Q4 | $3.62M | Buy |
+10,758
| New | +$3.62M | 2.41% | 8 |
|