SWK
Stephen W. Kidder’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
34,534
-466
| -1% | -$232K | 5.16% | 2 |
|
|
2025
Q1 | $13.1M | Sell |
35,000
-270
| -0.8% | -$101K | 4.1% | 6 |
|
|
2024
Q4 | $14.9M | Buy |
35,270
+101
| +0.3% | +$42.6K | 4.47% | 6 |
|
|
2024
Q3 | $15.1M | Sell |
35,169
-399
| -1% | -$172K | 4.47% | 4 |
|
|
2024
Q2 | $15.9M | Sell |
35,568
-279
| -0.8% | -$125K | 4.97% | 3 |
|
|
2024
Q1 | $15.1M | Sell |
35,847
-2,077
| -5% | -$874K | 4.81% | 2 |
|
|
2023
Q4 | $14.3M | Sell |
37,924
-754
| -2% | -$284K | 4.6% | 3 |
|
|
2023
Q3 | $12.2M | Sell |
38,678
-279
| -0.7% | -$88.1K | 4.24% | 6 |
|
|
2023
Q2 | $13.3M | Sell |
38,957
-763
| -2% | -$260K | 4.34% | 4 |
|
|
2023
Q1 | $11.5M | Buy |
39,720
+15
| +0% | +$4.32K | 3.99% | 6 |
|
|
2022
Q4 | $9.52M | Buy |
39,705
+68
| +0.2% | +$16.3K | 3.49% | 9 |
|
|
2022
Q3 | $9.23M | Sell |
39,637
-365
| -0.9% | -$85K | 3.77% | 7 |
|
|
2022
Q2 | $10.3M | Sell |
40,002
-853
| -2% | -$219K | 3.98% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
40,855
+471
| +1% | +$145K | 4.07% | 4 |
|
|
2021
Q4 | $13.6M | Sell |
40,384
-4,745
| -11% | -$1.6M | 4.12% | 4 |
|
|
2021
Q3 | $12.7M | Sell |
45,129
-1,393
| -3% | -$393K | 3.99% | 3 |
|
|
2021
Q2 | $12.6M | Sell |
46,522
-679
| -1% | -$184K | 3.89% | 3 |
|
|
2021
Q1 | $11.1M | Sell |
47,201
-1,303
| -3% | -$307K | 3.59% | 7 |
|
|
2020
Q4 | $10.8M | Sell |
48,504
-3,980
| -8% | -$885K | 3.59% | 6 |
|
|
2020
Q3 | $11M | Sell |
52,484
-2,552
| -5% | -$537K | 3.92% | 5 |
|
|
2020
Q2 | $11.2M | Sell |
55,036
-1,145
| -2% | -$233K | 4.27% | 2 |
|
|
2020
Q1 | $8.86M | Sell |
56,181
-2,293
| -4% | -$362K | 4.02% | 4 |
|
|
2019
Q4 | $9.22M | Sell |
58,474
-1,031
| -2% | -$163K | 3.39% | 8 |
|
|
2019
Q3 | $8.27M | Buy |
59,505
+330
| +0.6% | +$45.9K | 3.26% | 12 |
|
|
2019
Q2 | $7.93M | Sell |
59,175
-584
| -1% | -$78.2K | 3.18% | 11 |
|
|
2019
Q1 | $7.05M | Buy |
59,759
+300
| +0.5% | +$35.4K | 2.86% | 15 |
|
|
2018
Q4 | $6.04M | Sell |
59,459
-1,470
| -2% | -$149K | 2.66% | 16 |
|
|
2018
Q3 | $6.97M | Sell |
60,929
-3,191
| -5% | -$365K | 2.55% | 17 |
|
|
2018
Q2 | $6.32M | Sell |
64,120
-50
| -0.1% | -$4.93K | 2.43% | 17 |
|
|
2018
Q1 | $5.86M | Sell |
64,170
-1,070
| -2% | -$97.6K | 2.24% | 19 |
|
|
2017
Q4 | $5.58M | Sell |
65,240
-3,785
| -5% | -$324K | 2% | 22 |
|
|
2017
Q3 | $5.14M | Buy |
69,025
+425
| +0.6% | +$31.7K | 1.89% | 23 |
|
|
2017
Q2 | $4.73M | Sell |
68,600
-968
| -1% | -$66.7K | 1.79% | 23 |
|
|
2017
Q1 | $4.58M | Sell |
69,568
-635
| -0.9% | -$41.8K | 1.76% | 23 |
|
|
2016
Q4 | $4.36M | Sell |
70,203
-2,025
| -3% | -$126K | 1.77% | 22 |
|
|
2016
Q3 | $4.16M | Sell |
72,228
-425
| -0.6% | -$24.5K | 1.65% | 24 |
|
|
2016
Q2 | $3.72M | Sell |
72,653
-720
| -1% | -$36.8K | 1.48% | 26 |
|
|
2016
Q1 | $4.05M | Buy |
73,373
+200
| +0.3% | +$11K | 1.64% | 23 |
|
|
2015
Q4 | $4.06M | Buy |
73,173
+4,250
| +6% | +$236K | 1.74% | 24 |
|
|
2015
Q3 | $3.05M | Sell |
68,923
-50
| -0.1% | -$2.21K | 1.53% | 28 |
|
|
2015
Q2 | $3.05M | Sell |
68,973
-200
| -0.3% | -$8.83K | 1.38% | 31 |
|
|
2015
Q1 | $2.81M | Sell |
69,173
-137
| -0.2% | -$5.57K | 1.22% | 33 |
|
|
2014
Q4 | $3.22M | Hold |
69,310
| – | – | 1.4% | 28 |
|
|
2014
Q3 | $3.21M | Buy |
69,310
+21,580
| +45% | +$1M | 1.46% | 27 |
|
|
2014
Q2 | $1.99M | Hold |
47,730
| – | – | 1.32% | 34 |
|
|
2014
Q1 | $1.96M | Sell |
47,730
-250
| -0.5% | -$10.2K | 1.32% | 33 |
|
|
2013
Q4 | $1.8M | Sell |
47,980
-2,800
| -6% | -$105K | 1.23% | 36 |
|
|
2013
Q3 | $1.69M | Sell |
50,780
-5,250
| -9% | -$175K | 1.3% | 32 |
|
|
2013
Q2 | $1.94M | Buy |
+56,030
| New | +$1.94M | 1.56% | 28 |
|