SCM
Stordahl Capital Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
4,961
-93
| -2% | -$46.3K | 0.55% | 20 |
|
|
2025
Q1 | $1.9M | Buy |
5,054
+145
| +3% | +$54.4K | 0.45% | 21 |
|
|
2024
Q4 | $2.07M | Buy |
4,909
+1,407
| +40% | +$593K | 0.49% | 21 |
|
|
2024
Q3 | $1.47M | Hold |
3,502
| – | – | 0.35% | 22 |
|
|
2024
Q2 | $1.57M | Hold |
3,502
| – | – | 0.39% | 21 |
|
|
2024
Q1 | $1.47M | Sell |
3,502
-150
| -4% | -$63.1K | 0.37% | 22 |
|
|
2023
Q4 | $1.37M | Sell |
3,652
-90
| -2% | -$33.8K | 0.37% | 23 |
|
|
2023
Q3 | $1.18M | Buy |
3,742
+85
| +2% | +$26.8K | 0.36% | 24 |
|
|
2023
Q2 | $1.25M | Buy |
3,657
+1
| +0% | +$341 | 0.36% | 23 |
|
|
2023
Q1 | $1.05M | Buy |
3,656
+467
| +15% | +$135K | 0.32% | 27 |
|
|
2022
Q4 | $765K | Buy |
3,189
+256
| +9% | +$61.4K | 0.25% | 29 |
|
|
2022
Q3 | $683K | Sell |
2,933
-656
| -18% | -$153K | 0.25% | 29 |
|
|
2022
Q2 | $922K | Sell |
3,589
-270
| -7% | -$69.4K | 0.35% | 26 |
|
|
2022
Q1 | $1.19M | Buy |
3,859
+900
| +30% | +$278K | 0.44% | 23 |
|
|
2021
Q4 | $995K | Sell |
2,959
-67
| -2% | -$22.5K | 0.37% | 25 |
|
|
2021
Q3 | $853K | Buy |
3,026
+750
| +33% | +$211K | 0.34% | 27 |
|
|
2021
Q2 | $617K | Hold |
2,276
| – | – | 0.25% | 31 |
|
|
2021
Q1 | $537K | Buy |
2,276
+200
| +10% | +$47.2K | 0.23% | 30 |
|
|
2020
Q4 | $462K | Buy |
2,076
+81
| +4% | +$18K | 0.21% | 33 |
|
|
2020
Q3 | $420K | Sell |
1,995
-93
| -4% | -$19.6K | 0.22% | 32 |
|
|
2020
Q2 | $425K | Buy |
2,088
+76
| +4% | +$15.5K | 0.24% | 32 |
|
|
2020
Q1 | $310K | Sell |
2,012
-548
| -21% | -$84.4K | 0.19% | 33 |
|
|
2019
Q4 | $404K | Sell |
2,560
-317
| -11% | -$50K | 0.16% | 33 |
|
|
2019
Q3 | $400K | Sell |
2,877
-391
| -12% | -$54.4K | 0.16% | 34 |
|
|
2019
Q2 | $448K | Sell |
3,268
-20
| -0.6% | -$2.74K | 0.17% | 33 |
|
|
2019
Q1 | $398K | Buy |
3,288
+192
| +6% | +$23.2K | 0.16% | 33 |
|
|
2018
Q4 | $314K | Buy |
3,096
+372
| +14% | +$37.7K | 0.15% | 36 |
|
|
2018
Q3 | $299K | Sell |
2,724
-185
| -6% | -$20.3K | 0.13% | 34 |
|
|
2018
Q2 | $287K | Hold |
2,909
| – | – | 0.13% | 35 |
|
|
2018
Q1 | $266K | Hold |
2,909
| – | – | 0.13% | 34 |
|
|
2017
Q4 | $249K | Buy |
+2,909
| New | +$249K | 0.12% | 39 |
|