Avantax Planning Partners’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 | $21M | Buy |
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|
2025
Q1 | $15.3M | Sell |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $19M | Sell |
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|
2024
Q2 | $23.4M | Sell |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $17.4M | Buy |
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|
2023
Q1 | $14M | Sell |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $14.7M | Sell |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $8.7M | Sell |
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|
2020
Q3 | $9.95M | Sell |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $7.52M | Buy |
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|
2019
Q4 | $7.33M | Sell |
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|
2019
Q3 | $6.62M | Sell |
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|
2019
Q2 | $6.54M | Buy |
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|
2019
Q1 | $5.5M | Sell |
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|
2018
Q4 | $5.37M | Sell |
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|
2018
Q3 | $6.1M | Buy |
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|
2018
Q2 | $5.15M | Sell |
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|
2018
Q1 | $4.89M | Buy |
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|
2017
Q4 | $4.55M | Sell |
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|
2017
Q3 | $6.42M | Sell |
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|
2017
Q2 | $6.22M | Sell |
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|
2017
Q1 | $5.98M | Sell |
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|
2016
Q4 | $5.65M | Buy |
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