Winthrop Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
38,385
+6,997
| +22% | +$3.48M | 1.84% | 12 |
|
|
2025
Q1 | $11.8M | Sell |
31,388
-5,439
| -15% | -$2.04M | 1.42% | 15 |
|
|
2024
Q4 | $15.5M | Buy |
36,827
+7,131
| +24% | +$3.01M | 1.86% | 12 |
|
|
2024
Q3 | $12.8M | Buy |
29,696
+4,595
| +18% | +$1.98M | 1.58% | 14 |
|
|
2024
Q2 | $11.2M | Buy |
25,101
+2,063
| +9% | +$922K | 1.53% | 14 |
|
|
2024
Q1 | $9.69M | Sell |
23,038
-908
| -4% | -$382K | 1.4% | 16 |
|
|
2023
Q4 | $9M | Buy |
23,946
+1,370
| +6% | +$515K | 1.41% | 16 |
|
|
2023
Q3 | $7.13M | Sell |
22,576
-36
| -0.2% | -$11.4K | 1.17% | 17 |
|
|
2023
Q2 | $7.7M | Buy |
22,612
+911
| +4% | +$310K | 1.23% | 16 |
|
|
2023
Q1 | $6.26M | Buy |
21,701
+45
| +0.2% | +$13K | 1.1% | 17 |
|
|
2022
Q4 | $5.19M | Buy |
21,656
+1,621
| +8% | +$389K | 0.98% | 19 |
|
|
2022
Q3 | $4.67M | Buy |
20,035
+180
| +0.9% | +$41.9K | 1% | 17 |
|
|
2022
Q2 | $5.1M | Buy |
19,855
+710
| +4% | +$182K | 1.2% | 15 |
|
|
2022
Q1 | $5.9M | Buy |
19,145
+531
| +3% | +$164K | 1.23% | 15 |
|
|
2021
Q4 | $6.26M | Buy |
18,614
+191
| +1% | +$64.2K | 1.26% | 15 |
|
|
2021
Q3 | $5.19M | Sell |
18,423
-576
| -3% | -$162K | 1.16% | 15 |
|
|
2021
Q2 | $5.15M | Sell |
18,999
-831
| -4% | -$225K | 1.16% | 14 |
|
|
2021
Q1 | $4.68M | Buy |
19,830
+2,127
| +12% | +$501K | 1.15% | 13 |
|
|
2020
Q4 | $3.94M | Buy |
17,703
+1,032
| +6% | +$230K | 1.03% | 16 |
|
|
2020
Q3 | $3.54M | Buy |
16,671
+984
| +6% | +$209K | 1.08% | 16 |
|
|
2020
Q2 | $3.21M | Buy |
15,687
+207
| +1% | +$42.4K | 1.13% | 15 |
|
|
2020
Q1 | $2.44M | Buy |
15,480
+1,140
| +8% | +$180K | 0.98% | 16 |
|
|
2019
Q4 | $2.26M | Buy |
14,340
+67
| +0.5% | +$10.6K | 0.81% | 19 |
|
|
2019
Q3 | $1.98M | Sell |
14,273
-101
| -0.7% | -$14K | 0.79% | 19 |
|
|
2019
Q2 | $1.93M | Buy |
14,374
+1,509
| +12% | +$202K | 0.81% | 20 |
|
|
2019
Q1 | $1.53M | Buy |
12,865
+1,045
| +9% | +$124K | 0.67% | 24 |
|
|
2018
Q4 | $1.2M | Buy |
11,820
+762
| +7% | +$77.4K | 0.61% | 24 |
|
|
2018
Q3 | $1.27M | Buy |
11,058
+391
| +4% | +$44.7K | 0.71% | 19 |
|
|
2018
Q2 | $1.05M | Buy |
10,667
+7
| +0.1% | +$690 | 0.69% | 20 |
|
|
2018
Q1 | $993K | Buy |
10,660
+208
| +2% | +$19.4K | 0.7% | 20 |
|
|
2017
Q4 | $917K | Buy |
+10,452
| New | +$917K | 0.65% | 21 |
|