Schubert & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2025
Q1
$764K Buy
2024
Q4
$681K Buy
2024
Q3
$616K Buy
2024
Q2
$506K Hold
2024
Q1
$506K Sell
2023
Q4
$470K Buy
2023
Q3
$356K Buy
2023
Q2
$345K Buy
2023
Q1
$253K Buy
2022
Q4
$135K Sell
2022
Q3
$167K Sell
2022
Q2
$222K Buy
2022
Q1
$129K Buy
2021
Q4
$125K Buy