Stokes Family Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Sell |
55,703
-440
| -0.8% | -$219K | 2.91% | 6 |
|
|
2025
Q1 | $21.1M | Sell |
56,143
-447
| -0.8% | -$168K | 2.37% | 7 |
|
|
2024
Q4 | $23.9M | Buy |
56,590
+2,118
| +4% | +$893K | 2.55% | 8 |
|
|
2024
Q3 | $23.4M | Sell |
54,472
-261
| -0.5% | -$112K | 2.56% | 9 |
|
|
2024
Q2 | $24.5M | Buy |
54,733
+935
| +2% | +$418K | 2.87% | 6 |
|
|
2024
Q1 | $22.6M | Buy |
53,798
+3,206
| +6% | +$1.35M | 2.83% | 6 |
|
|
2023
Q4 | $19M | Sell |
50,592
-19,498
| -28% | -$7.33M | 2.57% | 4 |
|
|
2023
Q3 | $22.1M | Buy |
70,090
+2,040
| +3% | +$644K | 2.6% | 5 |
|
|
2023
Q2 | $23.2M | Buy |
68,050
+6,936
| +11% | +$2.36M | 2.68% | 6 |
|
|
2023
Q1 | $17.6M | Buy |
61,114
+1,952
| +3% | +$563K | 2.2% | 9 |
|
|
2022
Q4 | $14.2M | Sell |
59,162
-2,902
| -5% | -$696K | 1.83% | 12 |
|
|
2022
Q3 | $14.5M | Buy |
62,064
+1,480
| +2% | +$345K | 2.06% | 11 |
|
|
2022
Q2 | $15.6M | Buy |
60,584
+2,916
| +5% | +$749K | 2.12% | 10 |
|
|
2022
Q1 | $17.8M | Buy |
57,668
+306
| +0.5% | +$94.3K | 2.36% | 8 |
|
|
2021
Q4 | $19.3M | Buy |
57,362
+1,078
| +2% | +$363K | 2.4% | 7 |
|
|
2021
Q3 | $15.9M | Buy |
56,284
+1,537
| +3% | +$433K | 2.2% | 8 |
|
|
2021
Q2 | $14.8M | Buy |
54,747
+1,369
| +3% | +$371K | 2.1% | 10 |
|
|
2021
Q1 | $12.6M | Buy |
53,378
+2,912
| +6% | +$687K | 1.96% | 11 |
|
|
2020
Q4 | $11.2M | Buy |
50,466
+3,622
| +8% | +$806K | 2.21% | 8 |
|
|
2020
Q3 | $9.85M | Buy |
46,844
+2,752
| +6% | +$579K | 2.23% | 8 |
|
|
2020
Q2 | $8.97M | Buy |
44,092
+1,218
| +3% | +$248K | 2.26% | 9 |
|
|
2020
Q1 | $6.76M | Buy |
42,874
+2,375
| +6% | +$375K | 1.8% | 12 |
|
|
2019
Q4 | $6.4M | Buy |
+40,499
| New | +$6.4M | 1.42% | 17 |
|