Allworth 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 | $213M | Buy |
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|
2025
Q1 | $139M | Buy |
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|
2024
Q4 | $151M | Buy |
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|
2024
Q3 | $131M | Buy |
|
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|
2024
Q2 | $131M | Buy |
|
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|
2024
Q1 | $89M | Buy |
|
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|
2023
Q4 | $75.2M | Buy |
|
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|
2023
Q3 | $57.8M | Buy |
|
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|
2023
Q2 | $60.3M | Buy |
|
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|
2023
Q1 | $48.8M | Buy |
|
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|
2022
Q4 | $38.5M | Buy |
|
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|
2022
Q3 | $35.9M | Buy |
|
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|
2022
Q2 | $38.5M | Buy |
|
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|
2022
Q1 | $45.4M | Buy |
|
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|
2021
Q4 | $35M | Buy |
|
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|
2021
Q3 | $29.1M | Buy |
|
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|
2021
Q2 | $27.9M | Sell |
|
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|
2021
Q1 | $26.5M | Buy |
|
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|
2020
Q4 | $22M | Buy |
|
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|
2020
Q3 | $20.5M | Sell |
|
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|
2020
Q2 | $20.1M | Sell |
|
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|
2020
Q1 | $27M | Buy |
|
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|
2019
Q4 | $26M | Buy |
|
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|
2019
Q3 | $22.6M | Sell |
|
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|
2019
Q2 | $21.8M | Sell |
|
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|
2019
Q1 | $19.3M | Sell |
|
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|
2018
Q4 | $25.4M | Buy |
|
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|
2018
Q3 | $2.96M | Sell |
|
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|
2018
Q2 | $2.6M | Sell |
|
|||||
|
2018
Q1 | $2.48M | Sell |
|
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|
2017
Q4 | $2.35M | Buy |
|
|||||
|
2017
Q3 | $2.01M | Buy |
|
|||||
|
2017
Q2 | $1.67M | Buy |
|
|||||
|
2017
Q1 | $1.45M | Sell |
|
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|
2016
Q4 | $1.4M | Sell |
|
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|
2016
Q3 | $1.36M | Buy |
|
|||||
|
2016
Q2 | $1.12M | Buy |
|
|||||
|
2016
Q1 | $1.18M | Sell |
|
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|
2015
Q4 | $1.19M | Buy |
|
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|
2015
Q3 | $947K | Sell |
|
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|
2015
Q2 | $947K | Buy |
|
|||||
|
2015
Q1 | $840K | Sell |
|
|||||
|
2014
Q4 | $969K | Buy |
|
|||||
|
2014
Q3 | $959K | Sell |
|
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|
2014
Q2 | $923K | Buy |
|
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|
2014
Q1 | $900K | Buy |
|
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|
2013
Q4 | $821K | Sell |
|
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|
2013
Q3 | $784K | Sell |
|
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|
2013
Q2 | $851K | Buy |
|