Caliber Wealth Management (Utah)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.77M Sell
2023
Q4
$3.41M Buy
2023
Q3
$2.81M Buy
2023
Q2
$2.92M Sell
2023
Q1
$2.65M Sell
2022
Q4
$2.23M Sell
2022
Q3
$2.58M Buy
2022
Q2
$2.81M Sell
2022
Q1
$3.66M Buy
2021
Q4
$3.41M Buy
2021
Q3
$3.13M Buy
2021
Q2
$2.74M Sell
2021
Q1
$2.48M Buy
2020
Q4
$2.06M Buy