Univest Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2M | Buy |
167,243
+746
| +0.4% | +$371K | 4.99% | 3 |
|
|
2025
Q1 | $62.5M | Buy |
166,497
+6,374
| +4% | +$2.39M | 4.08% | 5 |
|
|
2024
Q4 | $67.5M | Buy |
160,123
+7,374
| +5% | +$3.11M | 4.26% | 4 |
|
|
2024
Q3 | $65.7M | Buy |
152,749
+119,461
| +359% | +$51.4M | 4.33% | 4 |
|
|
2024
Q2 | $14.9M | Sell |
33,288
-878
| -3% | -$392K | 4.13% | 4 |
|
|
2024
Q1 | $14.4M | Buy |
34,166
+494
| +1% | +$208K | 4.05% | 3 |
|
|
2023
Q4 | $12.7M | Buy |
33,672
+354
| +1% | +$133K | 3.74% | 4 |
|
|
2023
Q3 | $10.5M | Sell |
33,318
-4,096
| -11% | -$1.29M | 3.51% | 4 |
|
|
2023
Q2 | $12.7M | Sell |
37,414
-5,444
| -13% | -$1.85M | 3.85% | 4 |
|
|
2023
Q1 | $12.4M | Buy |
42,858
+1,412
| +3% | +$407K | 3.86% | 4 |
|
|
2022
Q4 | $9.94M | Sell |
41,446
-840
| -2% | -$201K | 3.13% | 5 |
|
|
2022
Q3 | $9.85M | Sell |
42,286
-493
| -1% | -$115K | 3.22% | 7 |
|
|
2022
Q2 | $11M | Sell |
42,779
-22
| -0.1% | -$5.65K | 3.58% | 4 |
|
|
2022
Q1 | $13.2M | Sell |
42,801
-5,026
| -11% | -$1.55M | 3.72% | 4 |
|
|
2021
Q4 | $16.1M | Sell |
47,827
-1,743
| -4% | -$586K | 4.1% | 5 |
|
|
2021
Q3 | $14M | Sell |
49,570
-1,096
| -2% | -$309K | 3.9% | 4 |
|
|
2021
Q2 | $13.7M | Buy |
50,666
+170
| +0.3% | +$46.1K | 3.77% | 4 |
|
|
2021
Q1 | $11.9M | Buy |
50,496
+11,197
| +28% | +$2.64M | 3.36% | 5 |
|
|
2020
Q4 | $8.74M | Sell |
39,299
-526
| -1% | -$117K | 2.54% | 6 |
|
|
2020
Q3 | $8.38M | Sell |
39,825
-899
| -2% | -$189K | 2.65% | 6 |
|
|
2020
Q2 | $8.29M | Buy |
40,724
+35,243
| +643% | +$7.17M | 2.74% | 6 |
|
|
2020
Q1 | $865K | Sell |
5,481
-9,172
| -63% | -$1.45M | 0.34% | 52 |
|
|
2019
Q4 | $911K | Buy |
14,653
+11,925
| +437% | +$741K | 0.39% | 63 |
|
|
2019
Q3 | $379K | Hold |
2,728
| – | – | 0.12% | 85 |
|
|
2019
Q2 | $365K | Buy |
2,728
+117
| +4% | +$15.7K | 0.12% | 90 |
|
|
2019
Q1 | $308K | Sell |
2,611
-846
| -24% | -$99.8K | 0.1% | 96 |
|
|
2018
Q4 | $351K | Buy |
3,457
+45
| +1% | +$4.57K | 0.13% | 92 |
|
|
2018
Q3 | $390K | Hold |
3,412
| – | – | 0.12% | 83 |
|
|
2018
Q2 | $336K | Hold |
3,412
| – | – | 0.13% | 80 |
|
|
2018
Q1 | $311K | Sell |
3,412
-282
| -8% | -$25.7K | 0.13% | 79 |
|
|
2017
Q4 | $316K | Sell |
3,694
-4,914
| -57% | -$420K | 0.13% | 82 |
|
|
2017
Q3 | $641K | Sell |
8,608
-561
| -6% | -$41.8K | 0.27% | 58 |
|
|
2017
Q2 | $632K | Sell |
9,169
-1,626
| -15% | -$112K | 0.27% | 61 |
|
|
2017
Q1 | $711K | Sell |
10,795
-3,858
| -26% | -$254K | 0.31% | 61 |
|
|
2016
Q4 | $911K | Buy |
14,653
+9,100
| +164% | +$566K | 0.39% | 63 |
|
|
2016
Q3 | $320K | Sell |
5,553
-99
| -2% | -$5.71K | 0.14% | 75 |
|
|
2016
Q2 | $289K | Sell |
5,652
-172
| -3% | -$8.8K | 0.13% | 79 |
|
|
2016
Q1 | $322K | Sell |
5,824
-55
| -0.9% | -$3.04K | 0.15% | 78 |
|
|
2015
Q4 | $326K | Buy |
5,879
+194
| +3% | +$10.8K | 0.15% | 80 |
|
|
2015
Q3 | $252K | Buy |
5,685
+231
| +4% | +$10.2K | 0.12% | 78 |
|
|
2015
Q2 | $241K | Sell |
5,454
-264
| -5% | -$11.7K | 0.11% | 77 |
|
|
2015
Q1 | $232K | Sell |
5,718
-1,089
| -16% | -$44.2K | 0.1% | 79 |
|
|
2014
Q4 | $316K | Buy |
6,807
+23
| +0.3% | +$1.07K | 0.14% | 73 |
|
|
2014
Q3 | $315K | Buy |
6,784
+130
| +2% | +$6.04K | 0.15% | 70 |
|
|
2014
Q2 | $277K | Sell |
6,654
-267
| -4% | -$11.1K | 0.13% | 70 |
|
|
2014
Q1 | $284K | Buy |
6,921
+268
| +4% | +$11K | 0.14% | 69 |
|
|
2013
Q4 | $249K | Buy |
6,653
+579
| +10% | +$21.7K | 0.12% | 73 |
|
|
2013
Q3 | $202K | Buy |
+6,074
| New | +$202K | 0.11% | 75 |
|