Ballast Advisors’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 | $13.5M | Sell |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $8.74M | Sell |
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|
2023
Q2 | $9.73M | Sell |
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|
2023
Q1 | $8.51M | Buy |
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|
2022
Q4 | $5.8M | Buy |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.02M | Buy |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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