Penn Davis McFarland’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.3M | Sell |
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2025
Q1 | $10.8M | Sell |
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2024
Q4 | $12.2M | Buy |
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2024
Q3 | $12M | Buy |
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2024
Q2 | $864K | Sell |
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2024
Q1 | $937K | Sell |
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2023
Q4 | $863K | Buy |
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2023
Q3 | $713K | Buy |
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2023
Q2 | $565K | Buy |
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2023
Q1 | $418K | Sell |
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2022
Q4 | $410K | Sell |
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2022
Q3 | $407K | Hold |
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2022
Q2 | $449K | Sell |
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2022
Q1 | $700K | Buy |
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2021
Q4 | $660K | Sell |
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2021
Q3 | $556K | Buy |
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2021
Q2 | $523K | Buy |
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2021
Q1 | $431K | Hold |
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2020
Q4 | $407K | Buy |
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2020
Q3 | $366K | Hold |
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2020
Q2 | $354K | Hold |
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2020
Q1 | $274K | Hold |
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2019
Q4 | $274K | Buy |
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2013
Q3 | – | Sell |
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2013
Q2 | $19.8M | Buy |
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