Waverton Investment Management’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 | $553M | Buy |
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|
2025
Q1 | $408M | Buy |
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|
2024
Q4 | $430M | Buy |
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|
2024
Q3 | $411M | Buy |
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|
2024
Q2 | $401M | Buy |
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|
2024
Q1 | $350M | Buy |
|
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|
2023
Q4 | $283M | Buy |
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|
2023
Q3 | $237M | Buy |
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|
2023
Q2 | $246M | Buy |
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|
2023
Q1 | $208M | Sell |
|
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|
2022
Q4 | $176M | Sell |
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|
2022
Q3 | $173M | Sell |
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|
2022
Q2 | $202M | Buy |
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|
2022
Q1 | $239M | Sell |
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|
2021
Q4 | $271M | Sell |
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|
2021
Q3 | $247M | Sell |
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|
2021
Q2 | $244M | Sell |
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|
2021
Q1 | $213M | Buy |
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|
2020
Q4 | $197M | Sell |
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|
2020
Q3 | $195M | Sell |
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|
2020
Q2 | $197M | Sell |
|
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|
2020
Q1 | $170M | Sell |
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|
2019
Q4 | $175M | Sell |
|
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|
2019
Q3 | $165M | Sell |
|
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|
2019
Q2 | $190M | Sell |
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|
2019
Q1 | $174M | Buy |
|
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|
2018
Q4 | $150M | Buy |
|
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|
2018
Q3 | $169M | Buy |
|
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|
2018
Q2 | $145M | Buy |
|
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|
2018
Q1 | $130M | Buy |
|
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|
2017
Q4 | $118M | Sell |
|
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|
2017
Q3 | $107M | Buy |
|
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|
2017
Q2 | $96.8M | Sell |
|
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|
2017
Q1 | $97.9M | Buy |
|
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|
2016
Q4 | $61.3M | Buy |
|
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|
2016
Q3 | $50M | Buy |
|
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|
2016
Q2 | $42.4M | Sell |
|
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|
2016
Q1 | $45.8M | Sell |
|
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|
2015
Q4 | $51.7M | Sell |
|
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|
2015
Q3 | $41.5M | Sell |
|
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|
2015
Q2 | $50.7M | Sell |
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|
2015
Q1 | $76.6M | Sell |
|
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|
2014
Q4 | $92.2M | Buy |
|
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|
2014
Q3 | $91.5M | Buy |
|
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|
2014
Q2 | $81.1M | Sell |
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|
2014
Q1 | $92.8M | Buy |
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|
2013
Q4 | $83.2M | Sell |
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|
2013
Q3 | $76M | Sell |
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|
2013
Q2 | $90.6M | Buy |
|