Smart Portfolios LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
4,593
-15
| -0.3% | -$7.46K | 2.3% | 10 |
|
|
2025
Q1 | $1.73M | Sell |
4,608
-5
| -0.1% | -$1.88K | 1.88% | 12 |
|
|
2024
Q4 | $1.94M | Buy |
4,613
+98
| +2% | +$41.3K | 2.04% | 10 |
|
|
2024
Q3 | $1.94M | Sell |
4,515
-162
| -3% | -$69.7K | 1.98% | 11 |
|
|
2024
Q2 | $2.09M | Buy |
4,677
+492
| +12% | +$220K | 2.11% | 12 |
|
|
2024
Q1 | $1.76M | Sell |
4,185
-5
| -0.1% | -$2.1K | 1.86% | 14 |
|
|
2023
Q4 | $1.74M | Buy |
+4,190
| New | +$1.74M | 2.04% | 14 |
|
|
2020
Q4 | – | Sell |
-8,392
| Closed | -$1.77M | – | 44 |
|
|
2020
Q3 | $1.77M | Hold |
8,392
| – | – | 2% | 16 |
|
|
2020
Q2 | $1.78M | Hold |
8,392
| – | – | 1.99% | 16 |
|
|
2020
Q1 | $1.32M | Buy |
8,392
+14
| +0.2% | +$2.21K | 1.9% | 13 |
|
|
2019
Q4 | $1.32M | Sell |
8,378
-200
| -2% | -$31.5K | 1.19% | 17 |
|
|
2019
Q3 | $1.24M | Hold |
8,578
| – | – | 1.1% | 17 |
|
|
2019
Q2 | $1.15M | Hold |
8,578
| – | – | 1.04% | 19 |
|
|
2019
Q1 | $1.01M | Hold |
8,578
| – | – | 0.86% | 20 |
|
|
2018
Q4 | $871K | Hold |
8,578
| – | – | 0.67% | 23 |
|
|
2018
Q3 | $981K | Hold |
8,578
| – | – | 0.61% | 24 |
|
|
2018
Q2 | $846K | Sell |
8,578
-200
| -2% | -$19.7K | 0.55% | 25 |
|
|
2018
Q1 | $801K | Buy |
+8,778
| New | +$801K | 0.52% | 26 |
|