Tevis 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 | $5.17M | Buy |
10,397
+2,566
| +33% | +$1.28M | 3.31% | 5 |
|
|
2025
Q1 | $3.3M | Hold |
7,831
| – | – | 2.45% | 8 |
|
|
2024
Q4 | $3.3M | Buy |
7,831
+72
| +0.9% | +$30.3K | 2.45% | 8 |
|
|
2024
Q3 | $3.34M | Buy |
7,759
+593
| +8% | +$255K | 2.47% | 9 |
|
|
2024
Q2 | $3.2M | Buy |
7,166
+241
| +3% | +$108K | 2.57% | 9 |
|
|
2024
Q1 | $2.91M | Buy |
6,925
+151
| +2% | +$63.5K | 2.48% | 10 |
|
|
2023
Q4 | $2.55M | Buy |
6,774
+674
| +11% | +$253K | 2.35% | 10 |
|
|
2023
Q3 | $1.93M | Buy |
6,100
+43
| +0.7% | +$13.6K | 1.95% | 16 |
|
|
2023
Q2 | $2.06M | Buy |
6,057
+48
| +0.8% | +$16.3K | 2.01% | 13 |
|
|
2023
Q1 | $1.73M | Sell |
6,009
-216
| -3% | -$62.3K | 1.76% | 16 |
|
|
2022
Q4 | $1.49M | Buy |
6,225
+775
| +14% | +$186K | 1.59% | 19 |
|
|
2022
Q3 | $1.27M | Buy |
5,450
+166
| +3% | +$38.7K | 1.24% | 24 |
|
|
2022
Q2 | $1.36M | Buy |
5,284
+704
| +15% | +$181K | 1.3% | 22 |
|
|
2022
Q1 | $1.41M | Buy |
4,580
+126
| +3% | +$38.8K | 1.27% | 21 |
|
|
2021
Q4 | $1.5M | Buy |
+4,454
| New | +$1.5M | 1.3% | 13 |
|