West Coast 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 | – | Sell |
-50,607
| Closed | -$19M | – | 101 |
|
|
2025
Q1 | $19M | Sell |
50,607
-1,870
| -4% | -$702K | 2.17% | 9 |
|
|
2024
Q4 | $22.1M | Buy |
52,477
+209
| +0.4% | +$88.1K | 2.44% | 8 |
|
|
2024
Q3 | $22.5M | Buy |
52,268
+161
| +0.3% | +$69.3K | 2.47% | 7 |
|
|
2024
Q2 | $23.3M | Sell |
52,107
-15
| -0% | -$6.7K | 2.76% | 8 |
|
|
2024
Q1 | $21.9M | Buy |
52,122
+904
| +2% | +$380K | 2.66% | 6 |
|
|
2023
Q4 | $19.3M | Sell |
51,218
-4,198
| -8% | -$1.58M | 2.53% | 5 |
|
|
2023
Q3 | $17.5M | Sell |
55,416
-838
| -1% | -$265K | 2.61% | 6 |
|
|
2023
Q2 | $19.2M | Sell |
56,254
-298
| -0.5% | -$101K | 2.71% | 4 |
|
|
2023
Q1 | $16.3M | Sell |
56,552
-128
| -0.2% | -$36.9K | 2.49% | 6 |
|
|
2022
Q4 | $13.6M | Buy |
56,680
+796
| +1% | +$191K | 2.3% | 7 |
|
|
2022
Q3 | $13M | Buy |
55,884
+552
| +1% | +$129K | 2.4% | 8 |
|
|
2022
Q2 | $14.2M | Buy |
55,332
+578
| +1% | +$148K | 2.52% | 8 |
|
|
2022
Q1 | $16.9M | Buy |
54,754
+140
| +0.3% | +$43.2K | 2.59% | 5 |
|
|
2021
Q4 | $18.4M | Sell |
54,614
-476
| -0.9% | -$160K | 2.63% | 5 |
|
|
2021
Q3 | $15.5M | Buy |
55,090
+711
| +1% | +$200K | 2.5% | 5 |
|
|
2021
Q2 | $14.7M | Buy |
54,379
+416
| +0.8% | +$113K | 2.4% | 6 |
|
|
2021
Q1 | $12.7M | Sell |
53,963
-38
| -0.1% | -$8.96K | 2.21% | 7 |
|
|
2020
Q4 | $12M | Sell |
54,001
-633
| -1% | -$141K | 2.31% | 6 |
|
|
2020
Q3 | $11.5M | Sell |
54,634
-3,794
| -6% | -$798K | 2.6% | 5 |
|
|
2020
Q2 | $11.9M | Buy |
58,428
+3,012
| +5% | +$613K | 2.9% | 4 |
|
|
2020
Q1 | $8.74M | Buy |
55,416
+48,110
| +658% | +$7.59M | 2.32% | 9 |
|
|
2019
Q4 | $1.15M | Sell |
7,306
-1,089
| -13% | -$172K | 0.25% | 54 |
|
|
2019
Q3 | $1.17M | Buy |
8,395
+1,625
| +24% | +$226K | 0.26% | 55 |
|
|
2019
Q2 | $907K | Sell |
6,770
-5,599
| -45% | -$750K | 0.21% | 67 |
|
|
2019
Q1 | $1.46M | Buy |
12,369
+4,935
| +66% | +$582K | 0.34% | 56 |
|
|
2018
Q4 | $755K | Sell |
7,434
-24,050
| -76% | -$2.44M | 0.21% | 72 |
|
|
2018
Q3 | $3.6M | Buy |
31,484
+22,968
| +270% | +$2.63M | 0.83% | 44 |
|
|
2018
Q2 | $840K | Buy |
8,516
+276
| +3% | +$27.2K | 0.23% | 66 |
|
|
2018
Q1 | $752K | Sell |
8,240
-900
| -10% | -$82.1K | 0.21% | 67 |
|
|
2017
Q4 | $782K | Sell |
9,140
-22,088
| -71% | -$1.89M | 0.22% | 67 |
|
|
2017
Q3 | $2.33M | Buy |
31,228
+22,128
| +243% | +$1.65M | 0.63% | 48 |
|
|
2017
Q2 | $627K | Sell |
9,100
-943
| -9% | -$65K | 0.2% | 72 |
|
|
2017
Q1 | $661K | Sell |
10,043
-1,145
| -10% | -$75.4K | 0.21% | 77 |
|
|
2016
Q4 | $689K | Buy |
11,188
+300
| +3% | +$18.5K | 0.22% | 79 |
|
|
2016
Q3 | $627K | Buy |
10,888
+6,100
| +127% | +$351K | 0.2% | 84 |
|
|
2016
Q2 | $245K | Buy |
+4,788
| New | +$245K | 0.09% | 95 |
|
|
2015
Q3 | – | Sell |
-4,824
| Closed | -$213K | – | 96 |
|
|
2015
Q2 | $213K | Buy |
+4,824
| New | +$213K | 0.09% | 91 |
|