UCMOK
United Capital Management of KS’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
23,510
+265
| +1% | +$132K | 1.83% | 18 |
|
|
2025
Q1 | $8.73M | Sell |
23,245
-12,788
| -35% | -$4.8M | 1.8% | 17 |
|
|
2024
Q4 | $15.2M | Buy |
36,033
+685
| +2% | +$289K | 2.76% | 9 |
|
|
2024
Q3 | $15.2M | Sell |
35,348
-2,313
| -6% | -$995K | 3.31% | 8 |
|
|
2024
Q2 | $16.8M | Buy |
37,661
+555
| +1% | +$248K | 3.71% | 7 |
|
|
2024
Q1 | $15.6M | Buy |
37,106
+180
| +0.5% | +$75.7K | 3.57% | 5 |
|
|
2023
Q4 | $13.9M | Sell |
36,926
-212
| -0.6% | -$79.7K | 4.2% | 3 |
|
|
2023
Q3 | $11.7M | Sell |
37,138
-162
| -0.4% | -$51.2K | 3.99% | 4 |
|
|
2023
Q2 | $12.7M | Sell |
37,300
-22
| -0.1% | -$7.49K | 4.07% | 5 |
|
|
2023
Q1 | $10.8M | Buy |
37,322
+3,050
| +9% | +$879K | 4.01% | 3 |
|
|
2022
Q4 | $8.22M | Buy |
34,272
+905
| +3% | +$217K | 3.39% | 4 |
|
|
2022
Q3 | $7.77M | Buy |
33,367
+342
| +1% | +$79.7K | 3.64% | 2 |
|
|
2022
Q2 | $8.48M | Buy |
33,025
+104
| +0.3% | +$26.7K | 3.99% | 2 |
|
|
2022
Q1 | $10.2M | Buy |
32,921
+343
| +1% | +$106K | 3.94% | 2 |
|
|
2021
Q4 | $11M | Buy |
32,578
+596
| +2% | +$200K | 4.09% | 2 |
|
|
2021
Q3 | $9.02M | Buy |
31,982
+232
| +0.7% | +$65.4K | 3.69% | 2 |
|
|
2021
Q2 | $8.6M | Buy |
31,750
+597
| +2% | +$162K | 3.51% | 3 |
|
|
2021
Q1 | $7.35M | Sell |
31,153
-2,981
| -9% | -$703K | 3.37% | 4 |
|
|
2020
Q4 | $7.59M | Buy |
34,134
+934
| +3% | +$208K | 3.47% | 2 |
|
|
2020
Q3 | $6.98M | Buy |
33,200
+517
| +2% | +$109K | 3.66% | 2 |
|
|
2020
Q2 | $6.65M | Buy |
32,683
+1,191
| +4% | +$242K | 3.88% | 2 |
|
|
2020
Q1 | $4.97M | Buy |
31,492
+3,473
| +12% | +$548K | 4.18% | 3 |
|
|
2019
Q4 | $4.42M | Buy |
28,019
+1,352
| +5% | +$213K | 2.8% | 6 |
|
|
2019
Q3 | $3.66M | Buy |
26,667
+438
| +2% | +$60.1K | 2.67% | 8 |
|
|
2019
Q2 | $3.56M | Buy |
26,229
+5,582
| +27% | +$757K | 2.69% | 7 |
|
|
2019
Q1 | $2.58M | Buy |
20,647
+2,813
| +16% | +$352K | 2.02% | 12 |
|
|
2018
Q4 | $1.81M | Buy |
17,834
+984
| +6% | +$99.9K | 1.68% | 15 |
|
|
2018
Q3 | $1.88M | Buy |
+16,850
| New | +$1.88M | 1.51% | 17 |
|