Stone House Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $909K | Buy |
1,828
+211
| +13% | +$105K | 0.17% | 34 |
|
2025
Q1 | $607K | Buy |
1,617
+335
| +26% | +$126K | 0.12% | 42 |
|
2024
Q4 | $540K | Sell |
1,282
-211
| -14% | -$88.9K | 0.14% | 38 |
|
2024
Q3 | $643K | Buy |
1,493
+12
| +0.8% | +$5.17K | 0.13% | 35 |
|
2024
Q2 | $662K | Buy |
1,481
+8
| +0.5% | +$3.58K | 0.17% | 31 |
|
2024
Q1 | $620K | Buy |
1,473
+1,070
| +266% | +$450K | 0.15% | 36 |
|
2023
Q4 | $152K | Sell |
403
-242
| -38% | -$91.1K | 0.05% | 48 |
|
2023
Q3 | $204K | Buy |
645
+23
| +4% | +$7.26K | 0.07% | 38 |
|
2023
Q2 | $212K | Buy |
622
+33
| +6% | +$11.2K | 0.08% | 36 |
|
2023
Q1 | $170K | Buy |
+589
| New | +$170K | 0.06% | 43 |
|