Wormser Freres Gestion’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Sell |
26,524
-658
| -2% | -$327K | 7.85% | 1 |
|
2025
Q1 | $10.3M | Buy |
27,182
+8,770
| +48% | +$3.32M | 6.3% | 2 |
|
2024
Q4 | $7.86M | Buy |
18,412
+8,322
| +82% | +$3.55M | 4.67% | 8 |
|
2024
Q3 | $4.34M | Buy |
10,090
+57
| +0.6% | +$24.5K | 2.65% | 20 |
|
2024
Q2 | $4.63M | Buy |
10,033
+1,429
| +17% | +$660K | 3.02% | 18 |
|
2024
Q1 | $3.72M | Sell |
8,604
-267
| -3% | -$115K | 2.55% | 17 |
|
2023
Q4 | $3.31M | Buy |
+8,871
| New | +$3.31M | 2.69% | 19 |
|