Clearstead Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157M | Buy |
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|
2025
Q1 | $116M | Buy |
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|
2024
Q4 | $127M | Sell |
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|
2024
Q3 | $132M | Buy |
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|
2024
Q2 | $135M | Buy |
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|
2024
Q1 | $63.5M | Sell |
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|
2023
Q4 | $57.8M | Sell |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $51.3M | Buy |
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|
2023
Q1 | $43.4M | Buy |
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|
2022
Q4 | $35.2M | Buy |
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|
2022
Q3 | $33M | Sell |
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|
2022
Q2 | $40.5M | Buy |
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|
2022
Q1 | $47.6M | Buy |
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|
2021
Q4 | $48.9M | Buy |
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|
2021
Q3 | $40.2M | Sell |
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|
2021
Q2 | $40.9M | Buy |
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|
2021
Q1 | $35.2M | Buy |
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|
2020
Q4 | $32.5M | Buy |
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|
2020
Q3 | $28.5M | Sell |
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|
2020
Q2 | $27.7M | Buy |
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|
2020
Q1 | $20.1M | Sell |
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|
2019
Q4 | $20.4M | Sell |
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|
2019
Q3 | $19.2M | Sell |
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|
2019
Q2 | $19M | Buy |
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|
2019
Q1 | $16.1M | Sell |
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|
2018
Q4 | $14.1M | Buy |
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|
2018
Q3 | $15.2M | Buy |
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|
2018
Q2 | $12.9M | Sell |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $11.8M | Sell |
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|
2017
Q3 | $11.1M | Buy |
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|
2017
Q2 | $9.71M | Buy |
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|
2017
Q1 | $9.21M | Buy |
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|
2016
Q4 | $8.1M | Buy |
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