Westside Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
26,312
+1,062
| +4% | +$527K | 2.42% | 5 |
|
|
2025
Q1 | $9.5M | Buy |
25,250
+402
| +2% | +$151K | 2.02% | 6 |
|
|
2024
Q4 | $10.5M | Buy |
24,848
+22
| +0.1% | +$9.27K | 2.21% | 6 |
|
|
2024
Q3 | $10.6M | Buy |
24,826
+18
| +0.1% | +$7.71K | 2.27% | 5 |
|
|
2024
Q2 | $11.1M | Buy |
24,808
+273
| +1% | +$122K | 2.54% | 5 |
|
|
2024
Q1 | $10.3M | Sell |
24,535
-696
| -3% | -$293K | 2.48% | 6 |
|
|
2023
Q4 | $9.49M | Sell |
25,231
-85
| -0.3% | -$32K | 2.43% | 5 |
|
|
2023
Q3 | $7.99M | Sell |
25,316
-401
| -2% | -$127K | 2.3% | 5 |
|
|
2023
Q2 | $8.75M | Sell |
25,717
-1,168
| -4% | -$397K | 2.47% | 5 |
|
|
2023
Q1 | $7.75M | Sell |
26,885
-783
| -3% | -$226K | 2.28% | 6 |
|
|
2022
Q4 | $765K | Buy |
27,668
+543
| +2% | +$15K | 1.88% | 7 |
|
|
2022
Q3 | $850K | Buy |
27,125
+4,208
| +18% | +$132K | 2.03% | 6 |
|
|
2022
Q2 | $269K | Sell |
22,917
-24
| -0.1% | -$281 | 0.61% | 39 |
|
|
2022
Q1 | $270K | Buy |
22,941
+665
| +3% | +$7.82K | 0.59% | 41 |
|
|
2021
Q4 | $253K | Sell |
22,276
-305
| -1% | -$3.46K | 0.58% | 39 |
|
|
2021
Q3 | $252K | Sell |
22,581
-330
| -1% | -$3.68K | 0.58% | 39 |
|
|
2021
Q2 | $236K | Sell |
22,911
-199
| -0.9% | -$2.05K | 0.55% | 43 |
|
|
2021
Q1 | $111K | Buy |
23,110
+1,422
| +7% | +$6.86K | 0.29% | 71 |
|
|
2020
Q4 | $93.7K | Sell |
21,688
-1,252
| -5% | -$5.41K | 0.26% | 72 |
|
|
2020
Q3 | $110K | Sell |
22,940
-3,134
| -12% | -$15K | 0.05% | 56 |
|
|
2020
Q2 | $188K | Sell |
26,074
-40,779
| -61% | -$294K | 0.11% | 32 |
|
|
2020
Q1 | $147K | Buy |
+66,853
| New | +$147K | 0.1% | 29 |
|
|
2019
Q2 | $27.2K | Buy |
+22,708
| New | +$27.2K | 0.06% | 56 |
|
|
2018
Q4 | $2.36M | Sell |
23,182
-73
| -0.3% | -$7.42K | 0.86% | 15 |
|
|
2018
Q3 | $2.69M | Buy |
23,255
+627
| +3% | +$72.4K | 0.86% | 14 |
|
|
2018
Q2 | $2.26M | Buy |
22,628
+93
| +0.4% | +$9.31K | 0.8% | 17 |
|
|
2018
Q1 | $1.99M | Buy |
22,535
+146
| +0.7% | +$12.9K | 1.1% | 17 |
|
|
2017
Q4 | $1.98M | Buy |
22,389
+111
| +0.5% | +$9.8K | 1.07% | 14 |
|
|
2017
Q3 | $1.7M | Buy |
22,278
+273
| +1% | +$20.8K | 1.03% | 17 |
|
|
2017
Q2 | $1.54M | Buy |
22,005
+985
| +5% | +$68.9K | 1% | 18 |
|
|
2017
Q1 | $1.38M | Buy |
21,020
+10,920
| +108% | +$716K | 0.66% | 19 |
|
|
2016
Q4 | $638K | Buy |
+10,100
| New | +$638K | 0.43% | 29 |
|