Charles Schwab Trust’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 | $11.3M | Buy |
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|
2025
Q2 | $9.95M | Buy |
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|
2025
Q1 | $6.81M | Sell |
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|
2024
Q4 | $8.47M | Buy |
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|
2024
Q3 | $8.04M | Sell |
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|
2024
Q2 | $8.85M | Buy |
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|
2024
Q1 | $5.71M | Sell |
|
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|
2023
Q4 | $5.97M | Sell |
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|
2023
Q3 | $5.71M | Buy |
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|
2023
Q2 | $5.19M | Sell |
|
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|
2023
Q1 | $4.57M | Sell |
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|
2022
Q4 | $5.1M | Sell |
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|
2022
Q3 | $5.12M | Sell |
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|
2022
Q2 | $5.68M | Sell |
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|
2022
Q1 | $7.07M | Sell |
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|
2021
Q4 | $8.2M | Buy |
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|
2021
Q3 | $6.53M | Buy |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $5.07M | Sell |
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|
2020
Q4 | $5.32M | Buy |
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|
2020
Q3 | $4.91M | Buy |
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|
2020
Q2 | $4.63M | Sell |
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|
2020
Q1 | $3.68M | Sell |
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|
2019
Q4 | $4.22M | Buy |
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|
2019
Q3 | $2.38M | Buy |
|