Slocum, Gordon & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Hold
3,241
1.3% 23
2025
Q1
$1.22M Sell
3,241
-300
-8% -$113K 0.91% 26
2024
Q4
$1.49M Hold
3,541
1.23% 25
2024
Q3
$1.52M Sell
3,541
-718
-17% -$309K 0.61% 31
2024
Q2
$1.9M Buy
4,259
+45
+1% +$20.1K 1.42% 21
2024
Q1
$1.77M Buy
4,214
+192
+5% +$80.8K 1.32% 23
2023
Q4
$1.59M Buy
4,022
+108
+3% +$42.6K 1.39% 21
2023
Q3
$1.24M Hold
3,914
1.08% 24
2023
Q2
$1.33M Buy
3,914
+235
+6% +$80K 0.97% 23
2023
Q1
$1.06M Hold
3,679
0.88% 25
2022
Q4
$882K Buy
+3,679
New +$882K 0.57% 29