Roble Belko & Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
4,796
+496
| +12% | +$247K | 0.35% | 35 |
|
|
2025
Q1 | $1.61M | Sell |
4,300
-868
| -17% | -$326K | 0.26% | 42 |
|
|
2024
Q4 | $2.18M | Sell |
5,168
-86
| -2% | -$36.2K | 0.35% | 36 |
|
|
2024
Q3 | $2.26M | Sell |
5,254
-66
| -1% | -$28.4K | 0.36% | 35 |
|
|
2024
Q2 | $2.38M | Buy |
5,320
+63
| +1% | +$28.2K | 0.4% | 33 |
|
|
2024
Q1 | $2.21M | Buy |
5,257
+3
| +0.1% | +$1.26K | 0.38% | 33 |
|
|
2023
Q4 | $1.98M | Buy |
5,254
+2,000
| +61% | +$752K | 0.37% | 35 |
|
|
2023
Q3 | $1.03M | Sell |
3,254
-31
| -0.9% | -$9.79K | 0.21% | 45 |
|
|
2023
Q2 | $1.12M | Sell |
3,285
-1,780
| -35% | -$606K | 0.22% | 42 |
|
|
2023
Q1 | $1.46M | Sell |
5,065
-1,686
| -25% | -$486K | 0.3% | 42 |
|
|
2022
Q4 | $1.62M | Buy |
6,751
+145
| +2% | +$34.8K | 0.34% | 42 |
|
|
2022
Q3 | $1.54M | Hold |
6,606
| – | – | 0.37% | 35 |
|
|
2022
Q2 | $1.7M | Sell |
6,606
-263
| -4% | -$67.6K | 0.39% | 36 |
|
|
2022
Q1 | $2.12M | Buy |
6,869
+163
| +2% | +$50.3K | 0.4% | 37 |
|
|
2021
Q4 | $2.26M | Buy |
6,706
+194
| +3% | +$65.2K | 0.42% | 34 |
|
|
2021
Q3 | $1.84M | Hold |
6,512
| – | – | 0.38% | 34 |
|
|
2021
Q2 | $1.76M | Sell |
6,512
-17
| -0.3% | -$4.61K | 0.4% | 35 |
|
|
2021
Q1 | $1.54M | Buy |
6,529
+128
| +2% | +$30.2K | 0.37% | 36 |
|
|
2020
Q4 | $1.42M | Sell |
6,401
-29
| -0.5% | -$6.45K | 0.37% | 36 |
|
|
2020
Q3 | $1.35M | Sell |
6,430
-945
| -13% | -$199K | 0.4% | 34 |
|
|
2020
Q2 | $1.5M | Sell |
7,375
-706
| -9% | -$144K | 0.45% | 36 |
|
|
2020
Q1 | $1.27M | Sell |
8,081
-1,501
| -16% | -$237K | 0.41% | 39 |
|
|
2019
Q4 | $1.51M | Sell |
9,582
-14
| -0.1% | -$2.21K | 0.42% | 37 |
|
|
2019
Q3 | $1.33M | Sell |
9,596
-15
| -0.2% | -$2.09K | 0.39% | 35 |
|
|
2019
Q2 | $1.29M | Hold |
9,611
| – | – | 0.4% | 33 |
|
|
2019
Q1 | $1.13M | Sell |
9,611
-2,249
| -19% | -$265K | 0.39% | 34 |
|
|
2018
Q4 | $1.21M | Buy |
11,860
+9,063
| +324% | +$921K | 0.46% | 30 |
|
|
2018
Q3 | $320K | Hold |
2,797
| – | – | 0.12% | 47 |
|
|
2018
Q2 | $276K | Sell |
2,797
-1,000
| -26% | -$98.7K | 0.11% | 50 |
|
|
2018
Q1 | $347K | Buy |
3,797
+386
| +11% | +$35.3K | 0.13% | 44 |
|
|
2017
Q4 | $292K | Buy |
3,411
+512
| +18% | +$43.8K | 0.12% | 47 |
|
|
2017
Q3 | $216K | Buy |
2,899
+140
| +5% | +$10.4K | 0.1% | 54 |
|
|
2017
Q2 | $190K | Hold |
2,759
| – | – | 0.09% | 51 |
|
|
2017
Q1 | $182K | Sell |
2,759
-4
| -0.1% | -$264 | 0.09% | 51 |
|
|
2016
Q4 | $172K | Sell |
2,763
-714
| -21% | -$44.4K | 0.09% | 52 |
|
|
2016
Q3 | $200K | Buy |
3,477
+942
| +37% | +$54.2K | 0.11% | 49 |
|
|
2016
Q2 | $130K | Buy |
2,535
+210
| +9% | +$10.8K | 0.07% | 62 |
|
|
2016
Q1 | $128K | Buy |
2,325
+390
| +20% | +$21.5K | 0.07% | 56 |
|
|
2015
Q4 | $107K | Buy |
1,935
+700
| +57% | +$38.7K | 0.06% | 59 |
|
|
2015
Q3 | $55K | Sell |
1,235
-215
| -15% | -$9.58K | 0.03% | 85 |
|
|
2015
Q2 | $64K | Buy |
1,450
+215
| +17% | +$9.49K | 0.04% | 89 |
|
|
2015
Q1 | $50K | Buy |
+1,235
| New | +$50K | 0.03% | 94 |
|