Bull Oak Capital’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
$774K Sell
2025
Q2
$749K Sell
2025
Q1
$565K Sell
2024
Q4
$636K Buy
2024
Q3
$549K Buy
2024
Q2
$466K Hold
2024
Q1
$439K Hold
2023
Q4
$392K Hold
2023
Q3
$329K Buy
2023
Q2
Hold
2023
Q1
Hold