Carl Stuart Investment Advisor’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 | $794K | Buy |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $687K | Hold |
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|
2024
Q2 | $713K | Hold |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $751K | Hold |
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|
2023
Q3 | $643K | Hold |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $6.51M | Sell |
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|
2021
Q4 | $928K | Buy |
|