The Family Firm’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.9M | Buy |
|
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|
2024
Q2 | $1.65M | Buy |
|
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|
2024
Q1 | $1.51M | Buy |
|
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|
2023
Q4 | $1.35M | Sell |
|
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|
2023
Q3 | $1.16M | Sell |
|
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|
2023
Q2 | $2.19M | Buy |
|
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|
2023
Q1 | $1.86M | Buy |
|
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|
2022
Q4 | $1.54M | Buy |
|
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.8M | Buy |
|
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|
2021
Q4 | $1.04M | Buy |
|
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|
2021
Q3 | $950K | Sell |
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|
2021
Q2 | $854K | Buy |
|
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|
2021
Q1 | $734K | Buy |
|
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|
2020
Q4 | $661K | Buy |
|
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|
2020
Q3 | $615K | Sell |
|
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|
2020
Q2 | $724K | Buy |
|
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|
2020
Q1 | $561K | Buy |
|
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|
2019
Q4 | $561K | Sell |
|
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|
2019
Q3 | $525K | Buy |
|
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|
2019
Q2 | $506K | Buy |
|
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|
2019
Q1 | $445K | Sell |
|
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|
2018
Q4 | $419K | Sell |
|
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|
2018
Q3 | $526K | Sell |
|
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|
2018
Q2 | $477K | Sell |
|
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|
2018
Q1 | $498K | Buy |
|
|||||
|
2017
Q4 | $456K | Sell |
|
|||||
|
2017
Q3 | $416K | Buy |
|
|||||
|
2017
Q2 | $384K | Buy |
|
|||||
|
2017
Q1 | $201K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $203K | Buy |
|