Parkside Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.34M | Sell |
6,724
-37
| -0.5% | -$18.4K | 0.73% | 25 |
|
2025
Q1 | $2.54M | Sell |
6,761
-4
| -0.1% | -$1.5K | 0.61% | 25 |
|
2024
Q4 | $2.85M | Sell |
6,765
-29
| -0.4% | -$12.2K | 0.67% | 25 |
|
2024
Q3 | $2.92M | Sell |
6,794
-50
| -0.7% | -$21.5K | 0.69% | 25 |
|
2024
Q2 | $3.06M | Sell |
6,844
-1,360
| -17% | -$608K | 0.78% | 22 |
|
2024
Q1 | $3.45M | Buy |
8,204
+10
| +0.1% | +$4.21K | 0.89% | 21 |
|
2023
Q4 | $3.08M | Buy |
8,194
+59
| +0.7% | +$22.2K | 0.85% | 20 |
|
2023
Q3 | $2.57M | Buy |
8,135
+1,167
| +17% | +$368K | 0.8% | 21 |
|
2023
Q2 | $2.37M | Sell |
6,968
-467
| -6% | -$159K | 0.74% | 22 |
|
2023
Q1 | $2.14M | Sell |
7,435
-214
| -3% | -$61.7K | 0.71% | 21 |
|
2022
Q4 | $1.83M | Buy |
7,649
+1,053
| +16% | +$253K | 0.64% | 24 |
|
2022
Q3 | $1.54M | Sell |
6,596
-74
| -1% | -$17.2K | 0.59% | 24 |
|
2022
Q2 | $1.71M | Buy |
6,670
+29
| +0.4% | +$7.45K | 0.62% | 25 |
|
2022
Q1 | $2.05M | Hold |
6,641
| – | – | 0.65% | 25 |
|
2021
Q4 | $2.23M | Sell |
6,641
-87
| -1% | -$29.3K | 0.68% | 25 |
|
2021
Q3 | $1.9M | Buy |
6,728
+629
| +10% | +$177K | 0.59% | 25 |
|
2021
Q2 | $1.65M | Sell |
6,099
-172
| -3% | -$46.6K | 0.53% | 25 |
|
2021
Q1 | $1.48M | Buy |
6,271
+247
| +4% | +$58.2K | 0.51% | 26 |
|
2020
Q4 | $1.34M | Buy |
6,024
+470
| +8% | +$105K | 0.5% | 26 |
|
2020
Q3 | $1.17M | Sell |
5,554
-103
| -2% | -$21.7K | 0.51% | 27 |
|
2020
Q2 | $1.15M | Sell |
5,657
-247
| -4% | -$50.3K | 0.54% | 25 |
|
2020
Q1 | $931K | Sell |
5,904
-30
| -0.5% | -$4.73K | 0.51% | 24 |
|
2019
Q4 | $936K | Sell |
5,934
-116
| -2% | -$18.3K | 0.42% | 30 |
|
2019
Q3 | $841K | Sell |
6,050
-100
| -2% | -$13.9K | 0.44% | 27 |
|
2019
Q2 | $824K | Buy |
6,150
+507
| +9% | +$67.9K | 0.45% | 25 |
|
2019
Q1 | $666K | Sell |
5,643
-750
| -12% | -$88.5K | 0.38% | 25 |
|
2018
Q4 | $649K | Buy |
6,393
+3,745
| +141% | +$380K | 0.4% | 24 |
|
2018
Q3 | $303K | Hold |
2,648
| – | – | 0.2% | 36 |
|
2018
Q2 | $261K | Buy |
+2,648
| New | +$261K | 0.18% | 37 |
|