RWM
Ritholtz Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.9M | Buy |
168,691
+13,949
| +9% | +$6.94M | 1.85% | 14 |
|
|
2025
Q1 | $58.1M | Buy |
154,742
+2,682
| +2% | +$1.01M | 1.74% | 11 |
|
|
2024
Q4 | $64.1M | Buy |
152,060
+5,400
| +4% | +$2.28M | 1.88% | 14 |
|
|
2024
Q3 | $63.1M | Sell |
146,660
-1,670
| -1% | -$719K | 1.9% | 12 |
|
|
2024
Q2 | $66.3M | Buy |
148,330
+7,545
| +5% | +$3.37M | 2.19% | 11 |
|
|
2024
Q1 | $59.2M | Buy |
140,785
+11,596
| +9% | +$4.88M | 2.04% | 12 |
|
|
2023
Q4 | $48.6M | Buy |
129,189
+242
| +0.2% | +$91K | 1.88% | 13 |
|
|
2023
Q3 | $40.7M | Buy |
128,947
+5,171
| +4% | +$1.63M | 1.83% | 13 |
|
|
2023
Q2 | $42.2M | Buy |
123,776
+4,427
| +4% | +$1.51M | 1.9% | 13 |
|
|
2023
Q1 | $34.4M | Buy |
119,349
+9,041
| +8% | +$2.61M | 1.72% | 13 |
|
|
2022
Q4 | $26.5M | Sell |
110,308
-9,546
| -8% | -$2.29M | 1.48% | 13 |
|
|
2022
Q3 | $27.9M | Buy |
119,854
+52,983
| +79% | +$12.3M | 1.48% | 11 |
|
|
2022
Q2 | $17.2M | Buy |
66,871
+4,035
| +6% | +$1.04M | 1.08% | 14 |
|
|
2022
Q1 | $19.4M | Sell |
62,836
-1,033
| -2% | -$318K | 1.31% | 15 |
|
|
2021
Q4 | $21.5M | Buy |
63,869
+13,667
| +27% | +$4.6M | 1.34% | 14 |
|
|
2021
Q3 | $14.2M | Buy |
50,202
+4,161
| +9% | +$1.17M | 0.98% | 17 |
|
|
2021
Q2 | $12.5M | Buy |
46,041
+6,939
| +18% | +$1.88M | 0.9% | 16 |
|
|
2021
Q1 | $9.22M | Buy |
39,102
+7,963
| +26% | +$1.88M | 0.77% | 16 |
|
|
2020
Q4 | $6.93M | Buy |
31,139
+3,425
| +12% | +$762K | 0.66% | 16 |
|
|
2020
Q3 | $5.83M | Buy |
27,714
+2,246
| +9% | +$472K | 0.65% | 17 |
|
|
2020
Q2 | $5.18M | Buy |
25,468
+6,367
| +33% | +$1.3M | 0.67% | 17 |
|
|
2020
Q1 | $3.01M | Buy |
19,101
+1,919
| +11% | +$303K | 0.48% | 20 |
|
|
2019
Q4 | $2.71M | Buy |
17,182
+997
| +6% | +$157K | 0.4% | 28 |
|
|
2019
Q3 | $2.25M | Buy |
16,185
+204
| +1% | +$28.4K | 0.37% | 29 |
|
|
2019
Q2 | $2.14M | Sell |
15,981
-1,128
| -7% | -$151K | 0.37% | 29 |
|
|
2019
Q1 | $2.02M | Buy |
17,109
+1,319
| +8% | +$156K | 0.37% | 31 |
|
|
2018
Q4 | $1.6M | Sell |
15,790
-680
| -4% | -$69.1K | 0.36% | 34 |
|
|
2018
Q3 | $1.88M | Buy |
16,470
+449
| +3% | +$51.4K | 0.48% | 19 |
|
|
2018
Q2 | $1.58M | Sell |
16,021
-1,543
| -9% | -$152K | 0.43% | 19 |
|
|
2018
Q1 | $1.6M | Sell |
17,564
-1,240
| -7% | -$113K | 0.46% | 19 |
|
|
2017
Q4 | $1.61M | Buy |
18,804
+15,216
| +424% | +$1.3M | 0.48% | 23 |
|
|
2017
Q3 | $267K | Buy |
+3,588
| New | +$267K | 0.1% | 62 |
|