CarsonAllaria Wealth Management’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
$2.52M Sell
2025
Q1
$1.91M Buy
2024
Q4
$2.08M Sell
2024
Q3
$2.14M Sell
2024
Q2
$2.32M Buy
2024
Q1
$2.11M Sell
2023
Q4
$1.93M Sell
2023
Q3
$1.69M Buy
2023
Q2
$1.81M Sell
2023
Q1
$1.54M Sell
2022
Q4
$1.33M Buy
2022
Q3
$1.22M Sell
2022
Q2
$1.36M Buy
2022
Q1
$1.63M Buy
2021
Q4
$1.76M Buy