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Portfolio Strategies’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
4,055
-21
-0.5% -$10.4K 0.26% 23
2025
Q1
$1.53M Buy
4,076
+97
+2% +$36.4K 0.24% 22
2024
Q4
$1.67M Buy
3,979
+33
+0.8% +$13.9K 0.24% 21
2024
Q3
$1.7M Buy
3,946
+14
+0.4% +$6.02K 0.23% 21
2024
Q2
$1.76M Sell
3,932
-4,878
-55% -$2.18M 0.24% 19
2024
Q1
$3.71M Buy
8,810
+4,879
+124% +$2.05M 0.25% 42
2023
Q4
$1.48M Buy
3,931
+565
+17% +$212K 0.25% 22
2023
Q3
$1.06M Sell
3,366
-98
-3% -$30.9K 0.2% 28
2023
Q2
$1.18M Hold
3,464
0.21% 26
2023
Q1
$999K Buy
3,464
+101
+3% +$29.1K 0.19% 35
2022
Q4
$807K Hold
3,363
0.18% 29
2022
Q3
$783K Sell
3,363
-40
-1% -$9.31K 0.2% 39
2022
Q2
$874K Hold
3,403
0.2% 33
2022
Q1
$1.05M Buy
3,403
+81
+2% +$25K 0.2% 34
2021
Q4
$1.12M Buy
3,322
+99
+3% +$33.3K 0.21% 34
2021
Q3
$909K Buy
3,223
+65
+2% +$18.3K 0.18% 35
2021
Q2
$856K Buy
3,158
+45
+1% +$12.2K 0.17% 35
2021
Q1
$734K Hold
3,113
0.15% 40
2020
Q4
$692K Sell
3,113
-88
-3% -$19.6K 0.14% 35
2020
Q3
$673K Hold
3,201
0.19% 33
2020
Q2
$651K Sell
3,201
-15
-0.5% -$3.05K 0.23% 31
2020
Q1
$507K Sell
3,216
-2
-0.1% -$315 0.29% 29
2019
Q4
$507K Buy
3,218
+1,037
+48% +$163K 0.23% 43
2019
Q3
$303K Buy
2,181
+2
+0.1% +$278 0.16% 46
2019
Q2
$291K Buy
2,179
+19
+0.9% +$2.54K 0.19% 45
2019
Q1
$255K Buy
2,160
+6
+0.3% +$708 0.2% 53
2018
Q4
$219K Buy
2,154
+15
+0.7% +$1.53K 0.19% 42
2018
Q3
$245K Sell
2,139
-1,560
-42% -$179K 0.14% 46
2018
Q2
$365K Buy
3,699
+6
+0.2% +$592 0.24% 38
2018
Q1
$337K Buy
3,693
+7
+0.2% +$639 0.26% 39
2017
Q4
$315K Buy
+3,686
New +$315K 0.22% 43