RMR Wealth Builders’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
53,629
+2,368
| +5% | +$991K | 1.56% | 13 |
|
|
2025
Q4 | $24.8M | Buy |
51,261
+1,053
| +2% | +$528K | 1.98% | 12 |
|
|
2025
Q3 | $26M | Sell |
50,208
-622
| -1% | -$317K | 2.18% | 12 |
|
|
2025
Q2 | $25.3M | Buy |
50,830
+1,977
| +4% | +$859K | 2.3% | 12 |
|
|
2025
Q1 | $18.3M | Sell |
48,853
-805
| -2% | -$328K | 1.93% | 12 |
|
|
2024
Q4 | $20.9M | Buy |
49,658
+1,739
| +4% | +$741K | 2.16% | 12 |
|
|
2024
Q3 | $20.6M | Buy |
47,919
+354
| +0.7% | +$151K | 2.19% | 13 |
|
|
2024
Q2 | $21.3M | Buy |
47,565
+171
| +0.4% | +$72.2K | 2.44% | 11 |
|
|
2024
Q1 | $19.9M | Buy |
47,394
+2,193
| +5% | +$888K | 2.41% | 12 |
|
|
2023
Q4 | $17M | Sell |
45,201
-638
| -1% | -$227K | 2.39% | 11 |
|
|
2023
Q3 | $14.5M | Buy |
45,839
+3,568
| +8% | +$1.18M | 2.31% | 12 |
|
|
2023
Q2 | $14.4M | Buy |
42,271
+1,219
| +3% | +$382K | 2.45% | 12 |
|
|
2023
Q1 | $11.8M | Buy |
41,052
+6,523
| +19% | +$1.66M | 2.25% | 12 |
|
|
2022
Q4 | $8.28M | Sell |
34,529
-621
| -2% | -$149K | 1.88% | 13 |
|
|
2022
Q3 | $8.19M | Buy |
35,150
+2,894
| +9% | +$764K | 2% | 13 |
|
|
2022
Q2 | $8.28M | Sell |
32,256
-3,105
| -9% | -$843K | 2.06% | 11 |
|
|
2022
Q1 | $10.9M | Buy |
35,361
+24,366
| +222% | +$7.33M | 2.34% | 9 |
|
|
2021
Q4 | $3.7M | Sell |
10,995
-29,143
| -73% | -$9.45M | 1.06% | 19 |
|
|
2021
Q3 | $11.3M | Buy |
40,138
+569
| +1% | +$166K | 3.32% | 7 |
|
|
2021
Q2 | $10.7M | Sell |
39,569
-5,829
| -13% | -$1.48M | 3.51% | 6 |
|
|
2021
Q1 | $10.7M | Buy |
45,398
+7,975
| +21% | +$1.85M | 2.78% | 7 |
|
|
2020
Q4 | $8.32M | Sell |
37,423
-25,897
| -41% | -$5.57M | 4.09% | 6 |
|
|
2020
Q3 | $13.3M | Buy |
63,320
+27,300
| +76% | +$5.73M | 3.46% | 7 |
|
|
2020
Q2 | $7.33M | Buy |
+36,020
| New | +$6.54M | 6.53% | 1 |
|
|
2019
Q4 | $6.67M | Buy |
+42,327
| New | +$6.22M | 6.43% | 1 |
|
Other funds holding MSFT
VCM
VPM
