Thomas Story & Son’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Hold |
1,895
| – | – | 0.36% | 37 |
|
|
2025
Q1 | $711K | Buy |
1,895
+200
| +12% | +$75.1K | 0.28% | 37 |
|
|
2024
Q4 | $714K | Hold |
1,695
| – | – | 0.3% | 36 |
|
|
2024
Q3 | $729K | Buy |
1,695
+200
| +13% | +$86K | 0.3% | 37 |
|
|
2024
Q2 | $668K | Hold |
1,495
| – | – | 0.29% | 39 |
|
|
2024
Q1 | $629K | Hold |
1,495
| – | – | 0.27% | 40 |
|
|
2023
Q4 | $562K | Sell |
1,495
-100
| -6% | -$37.6K | 0.26% | 42 |
|
|
2023
Q3 | $504K | Hold |
1,595
| – | – | 0.25% | 43 |
|
|
2023
Q2 | $543K | Sell |
1,595
-20
| -1% | -$6.81K | 0.25% | 43 |
|
|
2023
Q1 | $466K | Hold |
1,615
| – | – | 0.23% | 42 |
|
|
2022
Q4 | $387K | Hold |
1,615
| – | – | 0.2% | 45 |
|
|
2022
Q3 | $376K | Hold |
1,615
| – | – | 0.2% | 44 |
|
|
2022
Q2 | $415K | Hold |
1,615
| – | – | 0.2% | 45 |
|
|
2022
Q1 | $498K | Hold |
1,615
| – | – | 0.2% | 46 |
|
|
2021
Q4 | $543K | Hold |
1,615
| – | – | 0.21% | 45 |
|
|
2021
Q3 | $455K | Sell |
1,615
-25
| -2% | -$7.04K | 0.19% | 49 |
|
|
2021
Q2 | $444K | Sell |
1,640
-50
| -3% | -$13.5K | 0.17% | 49 |
|
|
2021
Q1 | $398K | Buy |
1,690
+175
| +12% | +$41.2K | 0.15% | 48 |
|
|
2020
Q4 | $337K | Hold |
1,515
| – | – | 0.14% | 51 |
|
|
2020
Q3 | $319K | Buy |
1,515
+15
| +1% | +$3.16K | 0.14% | 50 |
|
|
2020
Q2 | $305K | Hold |
1,500
| – | – | 0.15% | 50 |
|
|
2020
Q1 | $237K | Hold |
1,500
| – | – | 0.14% | 50 |
|
|
2019
Q4 | $237K | Hold |
1,500
| – | – | 0.12% | 52 |
|
|
2019
Q3 | $209K | Hold |
1,500
| – | – | 0.11% | 58 |
|
|
2019
Q2 | $201K | Buy |
+1,500
| New | +$201K | 0.1% | 57 |
|