Beacon Financial Strategies’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Hold |
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|
2025
Q2 | $468K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $378K | Buy |
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