AE Wealth Management’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 | $409M | Buy |
|
|||||
|
2025
Q1 | $307M | Buy |
|
|||||
|
2024
Q4 | $318M | Buy |
|
|||||
|
2024
Q3 | $292M | Buy |
|
|||||
|
2024
Q2 | $276M | Buy |
|
|||||
|
2024
Q1 | $218M | Sell |
|
|||||
|
2023
Q4 | $455M | Buy |
|
|||||
|
2023
Q3 | $317M | Buy |
|
|||||
|
2023
Q2 | $319M | Buy |
|
|||||
|
2023
Q1 | $233M | Buy |
|
|||||
|
2022
Q4 | $179M | Sell |
|
|||||
|
2022
Q3 | $177M | Buy |
|
|||||
|
2022
Q2 | $186M | Buy |
|
|||||
|
2022
Q1 | $211M | Buy |
|
|||||
|
2021
Q4 | $195M | Buy |
|
|||||
|
2021
Q3 | $155M | Buy |
|
|||||
|
2021
Q2 | $141M | Buy |
|
|||||
|
2021
Q1 | $114M | Buy |
|
|||||
|
2020
Q4 | $100M | Buy |
|
|||||
|
2020
Q3 | $86.3M | Buy |
|
|||||
|
2020
Q2 | $83.1M | Buy |
|
|||||
|
2020
Q1 | $50.8M | Buy |
|
|||||
|
2019
Q4 | $42.8M | Buy |
|
|||||
|
2019
Q3 | $34.1M | Buy |
|
|||||
|
2019
Q2 | $30.9M | Buy |
|
|||||
|
2019
Q1 | $18M | Buy |
|
|||||
|
2018
Q4 | $13.8M | Buy |
|
|||||
|
2018
Q3 | $15.3M | Buy |
|
|||||
|
2018
Q2 | $12.5M | Buy |
|
|||||
|
2018
Q1 | $9.9M | Buy |
|
|||||
|
2017
Q4 | $4.72M | Buy |
|
|||||
|
2017
Q3 | $3.84M | Buy |
|
|||||
|
2017
Q2 | $3.01M | Buy |
|
|||||
|
2017
Q1 | $2.23M | Buy |
|
|||||
|
2016
Q4 | $1.37M | Buy |
|