Stolper & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.95M Sell
15,972
-194
-1% -$96.5K 2.61% 12
2025
Q1
$6.07M Sell
16,166
-21
-0.1% -$7.88K 1.99% 19
2024
Q4
$6.82M Sell
16,187
-113
-0.7% -$47.6K 2.27% 15
2024
Q3
$7.01M Sell
16,300
-44
-0.3% -$18.9K 2.29% 15
2024
Q2
$7.31M Buy
16,344
+47
+0.3% +$21K 2.57% 9
2024
Q1
$6.86M Sell
16,297
-1,406
-8% -$591K 2.47% 10
2023
Q4
$6.66M Sell
17,703
-50
-0.3% -$18.8K 2.68% 8
2023
Q3
$5.61M Sell
17,753
-23
-0.1% -$7.26K 2.43% 12
2023
Q2
$6.05M Sell
17,776
-6,470
-27% -$2.2M 2.55% 11
2023
Q1
$6.99M Buy
24,246
+123
+0.5% +$35.5K 3% 7
2022
Q4
$5.79M Buy
24,123
+985
+4% +$236K 2.54% 10
2022
Q3
$5.39M Sell
23,138
-16
-0.1% -$3.73K 2.65% 8
2022
Q2
$5.95M Sell
23,154
-99
-0.4% -$25.4K 2.79% 9
2022
Q1
$7.17M Sell
23,253
-61
-0.3% -$18.8K 3.04% 6
2021
Q4
$7.84M Sell
23,314
-1,117
-5% -$376K 3.49% 5
2021
Q3
$6.89M Sell
24,431
-205
-0.8% -$57.8K 3.29% 5
2021
Q2
$6.67M Buy
24,636
+60
+0.2% +$16.3K 3.15% 6
2021
Q1
$5.79M Sell
24,576
-1,867
-7% -$440K 2.98% 7
2020
Q4
$5.88M Sell
26,443
-358
-1% -$79.6K 3.3% 5
2020
Q3
$5.64M Sell
26,801
-872
-3% -$183K 3.64% 3
2020
Q2
$5.63M Sell
27,673
-727
-3% -$148K 3.68% 3
2020
Q1
$4.48M Buy
+28,400
New +$4.48M 3.22% 5