SIM
Studio Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
21,752
-484
| -2% | -$241K | 2.17% | 10 |
|
|
2025
Q1 | $8.35M | Sell |
22,236
-84
| -0.4% | -$31.5K | 1.73% | 11 |
|
|
2024
Q4 | $9.41M | Sell |
22,320
-305
| -1% | -$129K | 2% | 11 |
|
|
2024
Q3 | $9.74M | Sell |
22,625
-209
| -0.9% | -$89.9K | 2.05% | 9 |
|
|
2024
Q2 | $10.2M | Buy |
22,834
+486
| +2% | +$217K | 2.32% | 8 |
|
|
2024
Q1 | $9.4M | Sell |
22,348
-430
| -2% | -$181K | 2.23% | 8 |
|
|
2023
Q4 | $8.57M | Sell |
22,778
-505
| -2% | -$190K | 2.19% | 8 |
|
|
2023
Q3 | $7.35M | Sell |
23,283
-318
| -1% | -$100K | 2.05% | 9 |
|
|
2023
Q2 | $8.04M | Sell |
23,601
-606
| -3% | -$206K | 2.25% | 8 |
|
|
2023
Q1 | $6.98M | Sell |
24,207
-749
| -3% | -$216K | 2.11% | 9 |
|
|
2022
Q4 | $5.98M | Buy |
24,956
+5
| +0% | +$1.2K | 1.94% | 13 |
|
|
2022
Q3 | $5.81M | Buy |
24,951
+691
| +3% | +$161K | 2.09% | 11 |
|
|
2022
Q2 | $6.23M | Buy |
24,260
+107
| +0.4% | +$27.5K | 2.16% | 12 |
|
|
2022
Q1 | $7.45M | Sell |
24,153
-76
| -0.3% | -$23.4K | 2.45% | 11 |
|
|
2021
Q4 | $8.15M | Sell |
24,229
-5,156
| -18% | -$1.73M | 2.93% | 9 |
|
|
2021
Q3 | $8.28M | Buy |
+29,385
| New | +$8.28M | 3.54% | 7 |
|