Successful Portfolios’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.45M | Sell |
11,572
-85
| -0.7% | -$34.4K | 2.08% | 13 |
|
|
2026
Q1 | $4.25M | Sell |
11,657
-608
| -5% | -$254K | 2.34% | 10 |
|
|
2025
Q4 | $5.88M | Buy |
12,265
+132
| +1% | +$66.1K | 3% | 7 |
|
|
2025
Q3 | $6.28M | Sell |
12,133
-352
| -3% | -$180K | 3.67% | 3 |
|
|
2025
Q2 | $6.21M | Sell |
12,485
-18
| -0.1% | -$7.82K | 3.82% | 4 |
|
|
2025
Q1 | $4.69M | Sell |
12,503
-103
| -0.8% | -$42K | 3.19% | 7 |
|
|
2024
Q4 | $5.31M | Sell |
12,606
-48
| -0.4% | -$20.4K | 3.55% | 4 |
|
|
2024
Q3 | $5.45M | Sell |
12,654
-303
| -2% | -$130K | 3.68% | 3 |
|
|
2024
Q2 | $5.79M | Sell |
12,957
-790
| -6% | -$334K | 4.05% | 3 |
|
|
2024
Q1 | $5.78M | Sell |
13,747
-374
| -3% | -$151K | 3.95% | 3 |
|
|
2023
Q4 | $5.31M | Buy |
14,121
+105
| +0.7% | +$37.4K | 3.97% | 2 |
|
|
2023
Q3 | $4.43M | Sell |
14,016
-60
| -0.4% | -$19.8K | 3.92% | 3 |
|
|
2023
Q2 | $4.79M | Sell |
14,076
-2,296
| -14% | -$720K | 4.13% | 3 |
|
|
2023
Q1 | $4.72M | Sell |
16,372
-497
| -3% | -$127K | 2.96% | 5 |
|
|
2022
Q4 | $4.05M | Buy |
16,869
+393
| +2% | +$94.3K | 2.64% | 4 |
|
|
2022
Q3 | $3.84M | Sell |
16,476
-153
| -0.9% | -$40.4K | 2.78% | 5 |
|
|
2022
Q2 | $4.27M | Sell |
16,629
-159
| -0.9% | -$43.2K | 2.87% | 4 |
|
|
2022
Q1 | $5.18M | Sell |
16,788
-39
| -0.2% | -$11.7K | 2.95% | 5 |
|
|
2021
Q4 | $5.66M | Sell |
16,827
-64
| -0.4% | -$20.7K | 3.08% | 4 |
|
|
2021
Q3 | $4.76M | Sell |
16,891
-85
| -0.5% | -$24.7K | 2.84% | 4 |
|
|
2021
Q2 | $4.6M | Buy |
16,976
+50
| +0.3% | +$12.7K | 2.79% | 4 |
|
|
2021
Q1 | $3.99M | Buy |
16,926
+1,331
| +9% | +$309K | 2.63% | 4 |
|
|
2020
Q4 | $3.47M | Sell |
15,595
-333
| -2% | -$71.6K | 2.49% | 5 |
|
|
2020
Q3 | $3.35M | Sell |
15,928
-728
| -4% | -$153K | 2.67% | 5 |
|
|
2020
Q2 | $3.39M | Buy |
16,656
+58
| +0.3% | +$10.5K | 2.98% | 4 |
|
|
2020
Q1 | $2.62M | Buy |
16,598
+987
| +6% | +$162K | 2.65% | 4 |
|
|
2019
Q4 | $2.46M | Sell |
15,611
-2,235
| -13% | -$328K | 2.19% | 5 |
|
|
2019
Q3 | $2.48M | Buy |
17,846
+1,242
| +7% | +$171K | 2.33% | 4 |
|
|
2019
Q2 | $2.22M | Sell |
16,604
-30
| -0.2% | -$3.81K | 2.39% | 5 |
|
|
2019
Q1 | $1.96M | Buy |
16,634
+1,779
| +12% | +$194K | 2.15% | 5 |
|
|
2018
Q4 | $1.51M | Sell |
14,855
-28
| -0.2% | -$3K | 1.93% | 6 |
|
|
2018
Q3 | $1.7M | Buy |
14,883
+169
| +1% | +$18.3K | 1.85% | 7 |
|
|
2018
Q2 | $1.45M | Buy |
14,714
+393
| +3% | +$38.1K | 1.69% | 8 |
|
|
2018
Q1 | $1.31M | Sell |
14,321
-150
| -1% | -$13.7K | 1.59% | 12 |
|
|
2017
Q4 | $1.24M | Buy |
+14,471
| New | +$1.19M | 1.54% | 15 |
|
Other funds holding MSFT
PAM
CRM
CNB
WT
SP
P