Strategic Equity 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 | $2.02M | Sell |
4,068
-160
| -4% | -$79.6K | 0.74% | 22 |
|
|
2025
Q1 | $1.59M | Sell |
4,228
-159
| -4% | -$59.7K | 0.67% | 20 |
|
|
2024
Q4 | $1.85M | Sell |
4,387
-550
| -11% | -$232K | 0.78% | 19 |
|
|
2024
Q3 | $2.12M | Buy |
4,937
+3,450
| +232% | +$1.48M | 1.01% | 19 |
|
|
2024
Q2 | $665K | Buy |
1,487
+168
| +13% | +$75.1K | 0.43% | 25 |
|
|
2024
Q1 | $555K | Hold |
1,319
| – | – | 0.46% | 21 |
|
|
2023
Q4 | $496K | Sell |
1,319
-345
| -21% | -$130K | 0.56% | 19 |
|
|
2023
Q3 | $525K | Buy |
1,664
+72
| +5% | +$22.7K | 0.2% | 27 |
|
|
2023
Q2 | $542K | Hold |
1,592
| – | – | 0.19% | 28 |
|
|
2023
Q1 | $459K | Hold |
1,592
| – | – | 0.16% | 33 |
|
|
2022
Q4 | $382K | Sell |
1,592
-206
| -11% | -$49.4K | 0.15% | 29 |
|
|
2022
Q3 | $419K | Buy |
1,798
+140
| +8% | +$32.6K | 0.17% | 27 |
|
|
2022
Q2 | $426K | Buy |
1,658
+72
| +5% | +$18.5K | 0.22% | 28 |
|
|
2022
Q1 | $489K | Buy |
1,586
+15
| +1% | +$4.63K | 0.18% | 31 |
|
|
2021
Q4 | $528K | Buy |
1,571
+272
| +21% | +$91.4K | 0.17% | 34 |
|
|
2021
Q3 | $366K | Buy |
1,299
+223
| +21% | +$62.8K | 0.12% | 34 |
|
|
2021
Q2 | $291K | Hold |
1,076
| – | – | 0.1% | 35 |
|
|
2021
Q1 | $254K | Buy |
1,076
+46
| +4% | +$10.9K | 0.11% | 29 |
|
|
2020
Q4 | $229K | Buy |
+1,030
| New | +$229K | 0.1% | 28 |
|