Zhang Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
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|
2025
Q1 | $23.1M | Buy |
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|
2024
Q4 | $25M | Buy |
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|
2024
Q3 | $25.3M | Buy |
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|
2024
Q2 | $25.8M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $21.5M | Buy |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $18.6M | Buy |
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|
2023
Q1 | $15.3M | Sell |
|
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|
2022
Q4 | $13.1M | Sell |
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|
2022
Q3 | $12.9M | Buy |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $16.3M | Buy |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $3.3M | Buy |
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|
2021
Q1 | $2.65M | Buy |
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|
2020
Q4 | $2.31M | Buy |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $1.92M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $671K | Buy |
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|
2018
Q3 | $574K | Buy |
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|
2018
Q2 | $485K | Sell |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $487K | Buy |
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|
2017
Q3 | $401K | Buy |
|
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $371K | Buy |
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|
2016
Q3 | $322K | Hold |
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|
2016
Q2 | $286K | Hold |
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|
2016
Q1 | $309K | Buy |
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