SIM
SRS Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
+76,174
| New | +$37.9M | 0.39% | 19 |
|
|
2023
Q3 | – | Sell |
-188,660
| Closed | -$64.2M | – | 20 |
|
|
2023
Q2 | $64.2M | Buy |
+188,660
| New | +$64.2M | 0.74% | 16 |
|
|
2021
Q1 | – | Sell |
-954,798
| Closed | -$212M | – | 36 |
|
|
2020
Q4 | $212M | Sell |
954,798
-248,774
| -21% | -$55.3M | 3.51% | 9 |
|
|
2020
Q3 | $253M | Hold |
1,203,572
| – | – | 4.68% | 6 |
|
|
2020
Q2 | $245M | Hold |
1,203,572
| – | – | 4.56% | 7 |
|
|
2020
Q1 | $190M | Sell |
1,203,572
-768,315
| -39% | -$121M | 4.12% | 8 |
|
|
2019
Q4 | $311M | Hold |
1,971,887
| – | – | 7.45% | 5 |
|
|
2019
Q3 | $274M | Hold |
1,971,887
| – | – | 7.4% | 4 |
|
|
2019
Q2 | $264M | Hold |
1,971,887
| – | – | 5.65% | 6 |
|
|
2019
Q1 | $233M | Hold |
1,971,887
| – | – | 5.24% | 6 |
|
|
2018
Q4 | $200M | Buy |
1,971,887
+1,811,648
| +1,131% | +$184M | 6.31% | 5 |
|
|
2018
Q3 | $18.3M | Hold |
160,239
| – | – | 0.38% | 19 |
|
|
2018
Q2 | $15.8M | Hold |
160,239
| – | – | 0.29% | 22 |
|
|
2018
Q1 | $14.6M | Hold |
160,239
| – | – | 0.29% | 16 |
|
|
2017
Q4 | $13.7M | Sell |
160,239
-478,168
| -75% | -$40.9M | 0.36% | 16 |
|
|
2017
Q3 | $47.6M | Buy |
+638,407
| New | +$47.6M | 0.98% | 15 |
|