Richmond Brothers’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
2,540
-546
| -18% | -$272K | 0.83% | 20 |
|
|
2025
Q1 | $1.16M | Sell |
3,086
-74
| -2% | -$27.8K | 0.73% | 21 |
|
|
2024
Q4 | $1.33M | Sell |
3,160
-987
| -24% | -$416K | 0.85% | 21 |
|
|
2024
Q3 | $1.78M | Sell |
4,147
-397
| -9% | -$171K | 1.1% | 22 |
|
|
2024
Q2 | $2.03M | Sell |
4,544
-577
| -11% | -$258K | 4.02% | 6 |
|
|
2024
Q1 | $2.15M | Sell |
5,121
-84
| -2% | -$35.3K | 3.99% | 6 |
|
|
2023
Q4 | $1.96M | Sell |
5,205
-42
| -0.8% | -$15.8K | 3.41% | 6 |
|
|
2023
Q3 | $1.66M | Sell |
5,247
-1,920
| -27% | -$607K | 3.11% | 6 |
|
|
2023
Q2 | $2.44M | Sell |
7,167
-644
| -8% | -$219K | 3.95% | 6 |
|
|
2023
Q1 | $2.25M | Sell |
7,811
-1,937
| -20% | -$558K | 3.8% | 7 |
|
|
2022
Q4 | $2.34M | Sell |
9,748
-3,008
| -24% | -$722K | 3.28% | 7 |
|
|
2022
Q3 | $2.97M | Sell |
12,756
-39
| -0.3% | -$9.08K | 3.31% | 7 |
|
|
2022
Q2 | $3.29M | Sell |
12,795
-420
| -3% | -$108K | 3.36% | 7 |
|
|
2022
Q1 | $4.08M | Sell |
13,215
-238
| -2% | -$73.4K | 3.14% | 8 |
|
|
2021
Q4 | $4.52M | Buy |
+13,453
| New | +$4.52M | 3.25% | 7 |
|