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 |
|