RCYC
Richard C. Young & Co’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
39,765
+611
| +2% | +$304K | 1.95% | 18 |
|
|
2025
Q1 | $14.7M | Buy |
39,154
+1,188
| +3% | +$446K | 1.58% | 29 |
|
|
2024
Q4 | $16M | Buy |
37,966
+342
| +0.9% | +$144K | 1.74% | 24 |
|
|
2024
Q3 | $16.2M | Buy |
37,624
+346
| +0.9% | +$149K | 1.77% | 22 |
|
|
2024
Q2 | $16.7M | Buy |
37,278
+69
| +0.2% | +$30.8K | 2.03% | 15 |
|
|
2024
Q1 | $15.7M | Buy |
37,209
+35,108
| +1,671% | +$14.8M | 1.97% | 15 |
|
|
2023
Q4 | $790K | Sell |
2,101
-842
| -29% | -$317K | 0.11% | 67 |
|
|
2023
Q3 | $929K | Buy |
2,943
+1,095
| +59% | +$346K | 0.13% | 63 |
|
|
2023
Q2 | $629K | Buy |
1,848
+688
| +59% | +$234K | 0.09% | 64 |
|
|
2023
Q1 | $334K | Buy |
+1,160
| New | +$334K | 0.05% | 71 |
|
|
2020
Q3 | – | Sell |
-74,214
| Closed | -$15.1M | – | 78 |
|
|
2020
Q2 | $15.1M | Sell |
74,214
-984
| -1% | -$200K | 2.52% | 6 |
|
|
2020
Q1 | $11.9M | Buy |
75,198
+1,226
| +2% | +$193K | 2.3% | 11 |
|
|
2019
Q4 | $11.7M | Buy |
73,972
+1,520
| +2% | +$240K | 1.94% | 18 |
|
|
2019
Q3 | $10.1M | Buy |
72,452
+1,263
| +2% | +$176K | 1.81% | 20 |
|
|
2019
Q2 | $9.54M | Buy |
71,189
+23,232
| +48% | +$3.11M | 1.81% | 19 |
|
|
2019
Q1 | $5.66M | Buy |
47,957
+28,388
| +145% | +$3.35M | 1.08% | 45 |
|
|
2018
Q4 | $1.99M | Buy |
+19,569
| New | +$1.99M | 0.42% | 57 |
|