PIM
Progressive Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Sell |
82,357
-938
| -1% | -$467K | 10.44% | 1 |
|
|
2025
Q1 | $31.3M | Sell |
83,295
-1,691
| -2% | -$635K | 8.75% | 2 |
|
|
2024
Q4 | $35.8M | Sell |
84,986
-2,374
| -3% | -$1M | 9.2% | 2 |
|
|
2024
Q3 | $37.6M | Sell |
87,360
-773
| -0.9% | -$333K | 9.64% | 1 |
|
|
2024
Q2 | $39.4M | Sell |
88,133
-1,183
| -1% | -$529K | 10.44% | 1 |
|
|
2024
Q1 | $37.6M | Sell |
89,316
-1,474
| -2% | -$620K | 10.31% | 1 |
|
|
2023
Q4 | $34.1M | Sell |
90,790
-1,234
| -1% | -$464K | 9.71% | 2 |
|
|
2023
Q3 | $29.1M | Sell |
92,024
-914
| -1% | -$289K | 9.44% | 2 |
|
|
2023
Q2 | $31.6M | Sell |
92,938
-2,915
| -3% | -$993K | 9.87% | 2 |
|
|
2023
Q1 | $27.6M | Buy |
95,853
+3,212
| +3% | +$926K | 8.92% | 2 |
|
|
2022
Q4 | $22.2M | Buy |
92,641
+903
| +1% | +$217K | 8.62% | 2 |
|
|
2022
Q3 | $21.4M | Buy |
91,738
+480
| +0.5% | +$112K | 8.78% | 2 |
|
|
2022
Q2 | $23.4M | Buy |
91,258
+5,207
| +6% | +$1.34M | 9.16% | 2 |
|
|
2022
Q1 | $26.5M | Sell |
86,051
-921
| -1% | -$284K | 8.36% | 2 |
|
|
2021
Q4 | $29.3M | Sell |
86,972
-216
| -0.2% | -$72.6K | 8.12% | 2 |
|
|
2021
Q3 | $24.6M | Buy |
87,188
+1,699
| +2% | +$479K | 7.29% | 2 |
|
|
2021
Q2 | $23.2M | Sell |
85,489
-609
| -0.7% | -$165K | 7.22% | 2 |
|
|
2021
Q1 | $20.3M | Buy |
86,098
+973
| +1% | +$229K | 7.15% | 2 |
|
|
2020
Q4 | $18.9M | Buy |
85,125
+766
| +0.9% | +$170K | 6.82% | 3 |
|
|
2020
Q3 | $17.7M | Buy |
84,359
+8,410
| +11% | +$1.77M | 7.03% | 3 |
|
|
2020
Q2 | $15.5M | Sell |
75,949
-219
| -0.3% | -$44.6K | 6.75% | 3 |
|
|
2020
Q1 | $12M | Buy |
76,168
+110
| +0.1% | +$17.3K | 6.68% | 3 |
|
|
2019
Q4 | $12M | Buy |
76,058
+258
| +0.3% | +$40.7K | 5.85% | 2 |
|
|
2019
Q3 | $10.5M | Buy |
75,800
+1,549
| +2% | +$215K | 5.64% | 3 |
|
|
2019
Q2 | $9.95M | Buy |
74,251
+55
| +0.1% | +$7.37K | 5.57% | 2 |
|
|
2019
Q1 | $8.75M | Sell |
74,196
-31
| -0% | -$3.66K | 5.09% | 3 |
|
|
2018
Q4 | $7.54M | Buy |
74,227
+1,433
| +2% | +$146K | 5.18% | 3 |
|
|
2018
Q3 | $8.33M | Buy |
72,794
+1,206
| +2% | +$138K | 4.97% | 3 |
|
|
2018
Q2 | $7.02M | Buy |
71,588
+468
| +0.7% | +$45.9K | 4.53% | 4 |
|
|
2018
Q1 | $6.49M | Buy |
71,120
+42
| +0.1% | +$3.83K | 4.35% | 3 |
|
|
2017
Q4 | $6.08M | Buy |
71,078
+1,402
| +2% | +$120K | 4.08% | 4 |
|
|
2017
Q3 | $5.19M | Buy |
69,676
+487
| +0.7% | +$36.3K | 3.91% | 5 |
|
|
2017
Q2 | $4.77M | Buy |
69,189
+640
| +0.9% | +$44.1K | 3.71% | 4 |
|
|
2017
Q1 | $4.52M | Buy |
68,549
+920
| +1% | +$60.6K | 3.76% | 4 |
|
|
2016
Q4 | $4.2M | Buy |
67,629
+103
| +0.2% | +$6.4K | 3.85% | 3 |
|
|
2016
Q3 | $3.89M | Buy |
67,526
+141
| +0.2% | +$8.12K | 3.61% | 4 |
|
|
2016
Q2 | $3.45M | Buy |
67,385
+3,932
| +6% | +$201K | 3.34% | 5 |
|
|
2016
Q1 | $3.5M | Buy |
63,453
+10,115
| +19% | +$559K | 3.56% | 3 |
|
|
2015
Q4 | $2.96M | Sell |
53,338
-636
| -1% | -$35.3K | 3.16% | 6 |
|
|
2015
Q3 | $2.39M | Buy |
53,974
+2,480
| +5% | +$110K | 2.76% | 12 |
|
|
2015
Q2 | $2.27M | Buy |
+51,494
| New | +$2.27M | 2.5% | 16 |
|