Cetera Trust Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Sell |
13,745
-70
| -0.5% | -$34.8K | 4.08% | 2 |
|
|
2025
Q1 | $5.19M | Sell |
13,815
-207
| -1% | -$77.7K | 3.3% | 2 |
|
|
2024
Q4 | $5.91M | Sell |
14,022
-65
| -0.5% | -$27.4K | 3.84% | 2 |
|
|
2024
Q3 | $6.06M | Sell |
14,087
-475
| -3% | -$204K | 3.71% | 2 |
|
|
2024
Q2 | $6.51M | Sell |
14,562
-1,076
| -7% | -$481K | 4.09% | 2 |
|
|
2024
Q1 | $6.58M | Sell |
15,638
-455
| -3% | -$191K | 3.96% | 2 |
|
|
2023
Q4 | $6.05M | Buy |
+16,093
| New | +$6.05M | 3.77% | 2 |
|