Castle Rock 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
Q3 | $15.7M | Buy |
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|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $9.98M | Buy |
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|
2023
Q2 | $7.51M | Buy |
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|
2023
Q1 | $6.77M | Sell |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $5.45M | Buy |
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|
2022
Q1 | $4.32M | Sell |
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|
2021
Q4 | $5.24M | Sell |
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|
2021
Q3 | $6.96M | Sell |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | $4.89M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $712K | Buy |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $327K | Buy |
|