ZIM
Zacks Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508M | Sell |
1,021,261
-48,219
| -5% | -$24M | 4.35% | 1 |
|
|
2025
Q1 | $401M | Sell |
1,069,480
-10,697
| -1% | -$4.02M | 3.75% | 1 |
|
|
2024
Q4 | $455M | Sell |
1,080,177
-83,590
| -7% | -$35.2M | 4.21% | 1 |
|
|
2024
Q3 | $501M | Buy |
1,163,767
+98,293
| +9% | +$42.3M | 4.34% | 1 |
|
|
2024
Q2 | $476M | Buy |
1,065,474
+44,914
| +4% | +$20.1M | 5.36% | 1 |
|
|
2024
Q1 | $429M | Buy |
1,020,560
+37,013
| +4% | +$15.6M | 4.58% | 1 |
|
|
2023
Q4 | $370M | Sell |
983,547
-38,549
| -4% | -$14.5M | 4.56% | 1 |
|
|
2023
Q3 | $323M | Sell |
1,022,096
-403
| -0% | -$127K | 4.18% | 1 |
|
|
2023
Q2 | $348M | Sell |
1,022,499
-197
| -0% | -$67.1K | 4.37% | 1 |
|
|
2023
Q1 | $295M | Buy |
1,022,696
+39,132
| +4% | +$11.3M | 3.95% | 1 |
|
|
2022
Q4 | $236M | Sell |
983,564
-24,901
| -2% | -$5.97M | 3.29% | 1 |
|
|
2022
Q3 | $235M | Buy |
1,008,465
+30,887
| +3% | +$7.19M | 3.75% | 1 |
|
|
2022
Q2 | $251M | Buy |
977,578
+38,779
| +4% | +$9.96M | 3.83% | 1 |
|
|
2022
Q1 | $289M | Buy |
938,799
+48,877
| +5% | +$15.1M | 4.02% | 1 |
|
|
2021
Q4 | $299M | Buy |
889,922
+30,993
| +4% | +$10.4M | 4.21% | 1 |
|
|
2021
Q3 | $242M | Buy |
858,929
+45,702
| +6% | +$12.9M | 3.82% | 1 |
|
|
2021
Q2 | $220M | Buy |
813,227
+57,318
| +8% | +$15.5M | 3.57% | 1 |
|
|
2021
Q1 | $178M | Buy |
755,909
+7,160
| +1% | +$1.69M | 3.17% | 1 |
|
|
2020
Q4 | $167M | Sell |
748,749
-2,658
| -0.4% | -$591K | 3.07% | 1 |
|
|
2020
Q3 | $158M | Buy |
751,407
+70,813
| +10% | +$14.9M | 3.2% | 1 |
|
|
2020
Q2 | $139M | Sell |
680,594
-51,445
| -7% | -$10.5M | 3.05% | 1 |
|
|
2020
Q1 | $115M | Sell |
732,039
-221,157
| -23% | -$34.9M | 2.83% | 1 |
|
|
2019
Q4 | $150M | Sell |
953,196
-49,658
| -5% | -$7.83M | 2.82% | 1 |
|
|
2019
Q3 | $139M | Buy |
1,002,854
+23,386
| +2% | +$3.25M | 2.79% | 1 |
|
|
2019
Q2 | $131M | Buy |
979,468
+129
| +0% | +$17.3K | 2.69% | 1 |
|
|
2019
Q1 | $116M | Sell |
979,339
-7,435
| -0.8% | -$877K | 2.48% | 1 |
|
|
2018
Q4 | $100M | Sell |
986,774
-8,131
| -0.8% | -$826K | 2.42% | 1 |
|
|
2018
Q3 | $114M | Sell |
994,905
-107,859
| -10% | -$12.3M | 2.37% | 2 |
|
|
2018
Q2 | $109M | Buy |
1,102,764
+23,823
| +2% | +$2.35M | 2.37% | 1 |
|
|
2018
Q1 | $98.5M | Sell |
1,078,941
-208,395
| -16% | -$19M | 2.19% | 3 |
|
|
2017
Q4 | $110M | Buy |
1,287,336
+20,147
| +2% | +$1.72M | 2.4% | 2 |
|
|
2017
Q3 | $94.4M | Buy |
1,267,189
+10,188
| +0.8% | +$759K | 2.21% | 2 |
|
|
2017
Q2 | $86.6M | Buy |
1,257,001
+18,438
| +1% | +$1.27M | 2.15% | 2 |
|
|
2017
Q1 | $81.6M | Buy |
1,238,563
+77,945
| +7% | +$5.13M | 2.07% | 2 |
|
|
2016
Q4 | $72.1M | Buy |
1,160,618
+8,097
| +0.7% | +$503K | 2.07% | 2 |
|
|
2016
Q3 | $66.4M | Buy |
1,152,521
+67,779
| +6% | +$3.9M | 1.88% | 5 |
|
|
2016
Q2 | $55.5M | Buy |
1,084,742
+20,501
| +2% | +$1.05M | 1.69% | 8 |
|
|
2016
Q1 | $58.8M | Buy |
1,064,241
+20,012
| +2% | +$1.11M | 1.86% | 5 |
|
|
2015
Q4 | $57.9M | Buy |
1,044,229
+119,293
| +13% | +$6.62M | 1.89% | 4 |
|
|
2015
Q3 | $40.9M | Sell |
924,936
-31,241
| -3% | -$1.38M | 1.43% | 10 |
|
|
2015
Q2 | $42.2M | Sell |
956,177
-50,768
| -5% | -$2.24M | 1.34% | 10 |
|
|
2015
Q1 | $40.9M | Sell |
1,006,945
-56,858
| -5% | -$2.31M | 1.3% | 12 |
|
|
2014
Q4 | $49.4M | Buy |
1,063,803
+51,085
| +5% | +$2.37M | 1.6% | 5 |
|
|
2014
Q3 | $46.9M | Buy |
1,012,718
+137,711
| +16% | +$6.38M | 1.64% | 6 |
|
|
2014
Q2 | $36.5M | Buy |
875,007
+28,106
| +3% | +$1.17M | 1.3% | 14 |
|
|
2014
Q1 | $34.7M | Buy |
846,901
+344,317
| +69% | +$14.1M | 1.29% | 14 |
|
|
2013
Q4 | $18.8M | Buy |
502,584
+27,610
| +6% | +$1.03M | 0.74% | 31 |
|
|
2013
Q3 | $15.8M | Buy |
474,974
+27,065
| +6% | +$901K | 0.68% | 34 |
|
|
2013
Q2 | $15.5M | Buy |
+447,909
| New | +$15.5M | 0.71% | 28 |
|