Client 1st Advisory Group’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 | $2.03M | Buy |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $661K | Hold |
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|
2022
Q3 | $642K | Hold |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $818K | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $300K | Hold |
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|
2020
Q3 | $305K | Sell |
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|
2020
Q2 | $302K | Buy |
|