Seven Post Investment Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
1,275
| – | – | 0.24% | 25 |
|
|
2025
Q1 | $479K | Hold |
1,275
| – | – | 0.18% | 27 |
|
|
2024
Q4 | $537K | Sell |
1,275
-5,187
| -80% | -$2.19M | 0.21% | 26 |
|
|
2024
Q3 | $2.78M | Hold |
6,462
| – | – | 0.42% | 22 |
|
|
2024
Q2 | $2.89M | Buy |
6,462
+4,400
| +213% | +$1.97M | 0.54% | 20 |
|
|
2024
Q1 | $868K | Sell |
2,062
-1,106
| -35% | -$465K | 0.21% | 31 |
|
|
2023
Q4 | $1.19M | Buy |
3,168
+1,156
| +57% | +$435K | 0.3% | 29 |
|
|
2023
Q3 | $635K | Buy |
2,012
+75
| +4% | +$23.7K | 0.18% | 33 |
|
|
2023
Q2 | $660K | Hold |
1,937
| – | – | 0.2% | 32 |
|
|
2023
Q1 | $558K | Hold |
1,937
| – | – | 0.2% | 30 |
|
|
2022
Q4 | $465K | Hold |
1,937
| – | – | 0.16% | 36 |
|
|
2022
Q3 | $451K | Hold |
1,937
| – | – | 0.18% | 30 |
|
|
2022
Q2 | $497K | Hold |
1,937
| – | – | 0.18% | 30 |
|
|
2022
Q1 | $597K | Hold |
1,937
| – | – | 0.18% | 29 |
|
|
2021
Q4 | $652K | Buy |
1,937
+1,200
| +163% | +$404K | 0.18% | 31 |
|
|
2021
Q3 | $208K | Hold |
737
| – | – | 0.06% | 46 |
|
|
2021
Q2 | $200K | Buy |
+737
| New | +$200K | 0.06% | 49 |
|
|
2021
Q1 | – | Sell |
-907
| Closed | -$202K | – | 44 |
|
|
2020
Q4 | $202K | Buy |
+907
| New | +$202K | 0.08% | 44 |
|