Cherrydale 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 | $3.36M | Hold |
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|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.78M | Buy |
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|
2024
Q3 | $2.72M | Buy |
|
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|
2024
Q2 | $2.81M | Buy |
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|
2024
Q1 | $2.38M | Buy |
|
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.48M | Buy |
|
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.4M | Buy |
|