SDH
Sloy Dahl & Holst’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
14,918
+199
| +1% | +$99K | 1.03% | 14 |
|
|
2025
Q1 | $5.53M | Buy |
14,719
+401
| +3% | +$151K | 0.97% | 15 |
|
|
2024
Q4 | $6.04M | Buy |
14,318
+534
| +4% | +$225K | 0.77% | 12 |
|
|
2024
Q3 | $5.93M | Buy |
13,784
+687
| +5% | +$296K | 1.01% | 11 |
|
|
2024
Q2 | $5.85M | Buy |
13,097
+90
| +0.7% | +$40.2K | 1.23% | 9 |
|
|
2024
Q1 | $5.47M | Buy |
13,007
+39
| +0.3% | +$16.4K | 1.29% | 10 |
|
|
2023
Q4 | $4.88M | Buy |
12,968
+1,054
| +9% | +$396K | 1% | 10 |
|
|
2023
Q3 | $3.76M | Buy |
11,914
+137
| +1% | +$43.3K | 0.82% | 11 |
|
|
2023
Q2 | $4.01M | Buy |
11,777
+1,414
| +14% | +$482K | 0.73% | 10 |
|
|
2023
Q1 | $2.99M | Sell |
10,363
-228
| -2% | -$65.7K | 0.68% | 13 |
|
|
2022
Q4 | $2.54M | Sell |
10,591
-463
| -4% | -$111K | 0.89% | 13 |
|
|
2022
Q3 | $2.57M | Buy |
11,054
+169
| +2% | +$39.4K | 0.54% | 18 |
|
|
2022
Q2 | $2.8M | Sell |
10,885
-64
| -0.6% | -$16.4K | 0.67% | 16 |
|
|
2022
Q1 | $3.38M | Sell |
10,949
-54
| -0.5% | -$16.7K | 0.56% | 16 |
|
|
2021
Q4 | $3.1M | Hold |
11,003
| – | – | 0.66% | 17 |
|
|
2021
Q3 | $3.1M | Buy |
11,003
+1,831
| +20% | +$516K | 0.66% | 17 |
|
|
2021
Q2 | $2.48M | Sell |
9,172
-866
| -9% | -$235K | 0.33% | 23 |
|
|
2021
Q1 | $2.37M | Buy |
10,038
+109
| +1% | +$25.7K | 0.34% | 23 |
|
|
2020
Q4 | $1.71M | Buy |
9,929
+2,026
| +26% | +$348K | 0.82% | 15 |
|
|
2020
Q3 | $1.7M | Buy |
7,903
+406
| +5% | +$87.2K | 0.65% | 15 |
|
|
2020
Q2 | $1.53M | Sell |
7,497
-400
| -5% | -$81.4K | 0.72% | 14 |
|
|
2020
Q1 | $1.25M | Sell |
7,897
-137
| -2% | -$21.6K | 0.95% | 12 |
|
|
2019
Q4 | $1.27M | Buy |
+8,034
| New | +$1.27M | 1.18% | 12 |
|