RI
Ridgewood Investments’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
6,367
+144
| +2% | +$71.6K | 1.37% | 8 |
|
2025
Q1 | $2.34M | Buy |
6,223
+2,024
| +48% | +$760K | 1.09% | 12 |
|
2024
Q4 | $1.77M | Buy |
4,199
+1,062
| +34% | +$448K | 0.85% | 22 |
|
2024
Q3 | $1.35M | Sell |
3,137
-1,116
| -26% | -$480K | 0.67% | 37 |
|
2024
Q2 | $1.9M | Sell |
4,253
-3,854
| -48% | -$1.72M | 0.95% | 16 |
|
2024
Q1 | $3.41M | Sell |
8,107
-65
| -0.8% | -$27.3K | 1.8% | 6 |
|
2023
Q4 | $3.07M | Buy |
8,172
+62
| +0.8% | +$23.3K | 1.82% | 5 |
|
2023
Q3 | $2.56M | Buy |
8,110
+3,842
| +90% | +$1.21M | 1.68% | 7 |
|
2023
Q2 | $1.45M | Sell |
4,268
-131
| -3% | -$44.6K | 0.83% | 20 |
|
2023
Q1 | $1.27M | Buy |
4,399
+113
| +3% | +$32.6K | 0.78% | 26 |
|
2022
Q4 | $1.03M | Buy |
4,286
+218
| +5% | +$52.3K | 0.73% | 35 |
|
2022
Q3 | $947K | Buy |
4,068
+133
| +3% | +$31K | 0.79% | 33 |
|
2022
Q2 | $1.01M | Buy |
3,935
+1,712
| +77% | +$440K | 0.8% | 31 |
|
2022
Q1 | $685K | Buy |
2,223
+598
| +37% | +$184K | 0.45% | 75 |
|
2021
Q4 | $546K | Hold |
1,625
| – | – | 0.35% | 101 |
|
2021
Q3 | $458K | Hold |
1,625
| – | – | 0.31% | 107 |
|
2021
Q2 | $440K | Sell |
1,625
-1,642
| -50% | -$445K | 0.28% | 120 |
|
2021
Q1 | $770K | Sell |
3,267
-1,034
| -24% | -$244K | 0.47% | 73 |
|
2020
Q4 | $905K | Hold |
4,301
| – | – | 0.71% | 37 |
|
2020
Q3 | $905K | Buy |
4,301
+413
| +11% | +$86.9K | 0.71% | 37 |
|
2020
Q2 | $791K | Hold |
3,888
| – | – | 0.65% | 40 |
|
2020
Q1 | $613K | Sell |
3,888
-2
| -0.1% | -$315 | 0.62% | 44 |
|
2019
Q4 | $613K | Sell |
3,890
-63
| -2% | -$9.93K | 0.43% | 74 |
|
2019
Q3 | $550K | Buy |
3,953
+692
| +21% | +$96.3K | 0.43% | 74 |
|
2019
Q2 | $437K | Buy |
3,261
+1
| +0% | +$134 | 0.34% | 93 |
|
2019
Q1 | $385K | Hold |
3,260
| – | – | 0.32% | 97 |
|
2018
Q4 | $373K | Hold |
3,260
| – | – | 0.3% | 97 |
|
2018
Q3 | $373K | Buy |
3,260
+630
| +24% | +$72.1K | 0.3% | 98 |
|
2018
Q2 | $259K | Sell |
2,630
-60
| -2% | -$5.91K | 0.23% | 129 |
|
2018
Q1 | $245K | Buy |
2,690
+31
| +1% | +$2.82K | 0.23% | 122 |
|
2017
Q4 | $227K | Buy |
+2,659
| New | +$227K | 0.2% | 134 |
|