The Family Firm’s Microsoft MSFT Stock Holding History

The Family Firm’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,998	Closed	-$1.5M	–	165
2025 Q1	$1.5M	Sell	3,998 -33,476	-89%	-$12.6M	0.34%	62
2024 Q4	$1.57M	Buy	37,474 +33,052	+747%	+$1.39M	0.35%	59
2024 Q3	$1.9M	Buy	4,422 +726	+20%	+$312K	0.42%	52
2024 Q2	$1.65M	Buy	3,696 +110	+3%	+$49.2K	0.37%	51
2024 Q1	$1.51M	Buy	3,586 +8	+0.2%	+$3.37K	0.37%	59
2023 Q4	$1.35M	Sell	3,578 -93	-3%	-$35K	0.35%	61
2023 Q3	$1.16M	Sell	3,671 -2,774	-43%	-$876K	0.33%	62
2023 Q2	$2.19M	Buy	6,445 +10	+0.2%	+$3.41K	0.58%	39
2023 Q1	$1.86M	Buy	6,435 +23	+0.4%	+$6.63K	0.51%	45
2022 Q4	$1.54M	Buy	6,412 +753	+13%	+$181K	0.45%	48
2022 Q3	$1.32M	Sell	5,659 -186	-3%	-$43.3K	0.42%	48
2022 Q2	$1.5M	Buy	5,845 +11	+0.2%	+$2.83K	0.44%	46
2022 Q1	$1.8M	Buy	5,834 +2,741	+89%	+$845K	0.47%	45
2021 Q4	$1.04M	Buy	3,093 +4	+0.1%	+$1.35K	0.27%	71
2021 Q3	$950K	Sell	3,089 -64	-2%	-$19.7K	0.25%	70
2021 Q2	$854K	Buy	3,153 +38	+1%	+$10.3K	0.23%	73
2021 Q1	$734K	Buy	3,115 +4	+0.1%	+$943	0.21%	74
2020 Q4	$661K	Buy	3,111 +189	+6%	+$40.2K	0.2%	77
2020 Q3	$615K	Sell	2,922 -638	-18%	-$134K	0.22%	73
2020 Q2	$724K	Buy	3,560 +3	+0.1%	+$610	0.27%	67
2020 Q1	$561K	Buy	3,557 +1	+0%	+$158	0.24%	67
2019 Q4	$561K	Sell	3,556 -223	-6%	-$35.2K	0.19%	78
2019 Q3	$525K	Buy	3,779 +1	+0%	+$139	0.19%	78
2019 Q2	$506K	Buy	3,778 +2	+0.1%	+$268	0.18%	79
2019 Q1	$445K	Sell	3,776 -349	-8%	-$41.1K	0.16%	81
2018 Q4	$419K	Sell	4,125 -478	-10%	-$48.6K	0.17%	76
2018 Q3	$526K	Sell	4,603 -236	-5%	-$27K	0.19%	73
2018 Q2	$477K	Sell	4,839 -614	-11%	-$60.5K	0.18%	74
2018 Q1	$498K	Buy	5,453 +119	+2%	+$10.9K	0.19%	71
2017 Q4	$456K	Sell	5,334 -245	-4%	-$20.9K	0.18%	73
2017 Q3	$416K	Buy	5,579 +3	+0.1%	+$224	0.17%	80
2017 Q2	$384K	Buy	5,576 +2,521	+83%	+$174K	0.17%	82
2017 Q1	$201K	Buy	+3,055	New	+$201K	0.1%	105
2016 Q2	–	Sell	-3,679	Closed	-$203K	–	117
2016 Q1	$203K	Buy	+3,679	New	+$203K	0.1%	107