RCS
Retirement Capital Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
6,620
-103
| -2% | -$51.2K | 1.3% | 22 |
|
|
2025
Q1 | $2.52M | Sell |
6,723
-9
| -0.1% | -$3.38K | 0.99% | 27 |
|
|
2024
Q4 | $2.84M | Sell |
6,732
-35
| -0.5% | -$14.8K | 1.07% | 25 |
|
|
2024
Q3 | $2.91M | Sell |
6,767
-160
| -2% | -$68.8K | 1.14% | 19 |
|
|
2024
Q2 | $3.1M | Hold |
6,927
| – | – | 1.24% | 19 |
|
|
2024
Q1 | $2.91M | Buy |
6,927
+5
| +0.1% | +$2.1K | 1.19% | 23 |
|
|
2023
Q4 | $2.6M | Sell |
6,922
-6
| -0.1% | -$2.26K | 1.13% | 19 |
|
|
2023
Q3 | $2.19M | Sell |
6,928
-585
| -8% | -$185K | 1.02% | 21 |
|
|
2023
Q2 | $2.56M | Buy |
7,513
+20
| +0.3% | +$6.81K | 1.18% | 21 |
|
|
2023
Q1 | $2.16M | Sell |
7,493
-69
| -0.9% | -$19.9K | 1.05% | 17 |
|
|
2022
Q4 | $1.81M | Sell |
7,562
-3,226
| -30% | -$774K | 0.89% | 20 |
|
|
2022
Q3 | $2.51M | Sell |
10,788
-22,485
| -68% | -$5.24M | 1.15% | 15 |
|
|
2022
Q2 | $8.55M | Buy |
33,273
+617
| +2% | +$159K | 3.83% | 12 |
|
|
2022
Q1 | $9.21M | Buy |
32,656
+18,643
| +133% | +$5.26M | 3.69% | 9 |
|
|
2021
Q4 | $4.71M | Sell |
14,013
-47
| -0.3% | -$15.8K | 1.73% | 16 |
|
|
2021
Q3 | $3.96M | Hold |
14,060
| – | – | 1.52% | 18 |
|
|
2021
Q2 | $3.81M | Sell |
14,060
-80
| -0.6% | -$21.7K | 1.45% | 24 |
|
|
2021
Q1 | $3.33M | Sell |
14,140
-2,839
| -17% | -$669K | 1.31% | 21 |
|
|
2020
Q4 | $3.78M | Sell |
16,979
-20,532
| -55% | -$4.57M | 1.53% | 21 |
|
|
2020
Q3 | $7.6M | Sell |
37,511
-1,288
| -3% | -$261K | 3.51% | 9 |
|
|
2020
Q2 | $7.9M | Sell |
38,799
-152
| -0.4% | -$30.9K | 3.75% | 9 |
|
|
2020
Q1 | $6.14M | Buy |
38,951
+37,281
| +2,232% | +$5.88M | 3.36% | 10 |
|
|
2019
Q4 | $263K | Hold |
1,670
| – | – | 0.13% | 46 |
|
|
2019
Q3 | $232K | Sell |
1,670
-27
| -2% | -$3.75K | 0.12% | 47 |
|
|
2019
Q2 | $228K | Hold |
1,697
| – | – | 0.11% | 48 |
|
|
2019
Q1 | $200K | Buy |
+1,697
| New | +$200K | 0.1% | 49 |
|