Charles Schwab Investment Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.12M | Buy |
|
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|
2023
Q4 | $1.68M | Buy |
|
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|
2023
Q3 | $1.37M | Sell |
|
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|
2023
Q2 | $1.53M | Buy |
|
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|
2023
Q1 | $902K | Sell |
|
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|
2022
Q4 | $761K | Buy |
|
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|
2022
Q3 | $630K | Sell |
|
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|
2022
Q2 | $806K | Buy |
|
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|
2022
Q1 | $778K | Buy |
|
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|
2021
Q4 | $820K | Buy |
|
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|
2021
Q3 | $569K | Buy |
|
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|
2021
Q2 | $462K | Sell |
|
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|
2021
Q1 | $436K | Buy |
|
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $300K | Buy |
|
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|
2020
Q2 | $226K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $514M | Sell |
|
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|
2019
Q3 | $454M | Sell |
|
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|
2019
Q2 | $438M | Sell |
|
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|
2019
Q1 | $388M | Sell |
|
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|
2018
Q4 | $423M | Sell |
|
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|
2018
Q3 | $484M | Sell |
|
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|
2018
Q2 | $424M | Buy |
|