Beta Wealth Group’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 | $5.24M | Sell |
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|
2025
Q1 | $7.34M | Buy |
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|
2024
Q4 | $8.02M | Buy |
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|
2024
Q3 | $8.03M | Buy |
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|
2024
Q2 | $8.16M | Buy |
|
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|
2024
Q1 | $7.61M | Sell |
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|
2023
Q4 | $7.35M | Sell |
|
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|
2023
Q3 | $6.52M | Sell |
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|
2023
Q2 | $7.36M | Sell |
|
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|
2023
Q1 | $6.73M | Sell |
|
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|
2022
Q4 | $6.04M | Buy |
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|
2022
Q3 | $5.53M | Buy |
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|
2022
Q2 | $5.58M | Sell |
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|
2022
Q1 | $7.02M | Sell |
|
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|
2021
Q4 | $6.93M | Hold |
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|
2021
Q3 | $6.93M | Sell |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $5.4M | Buy |
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|
2014
Q1 | $232K | Buy |
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|
2013
Q4 | $206K | Buy |
|