Collaborative 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
Q2 | $924K | Buy |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $858K | Buy |
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|
2024
Q3 | $875K | Sell |
|
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|
2024
Q2 | $1.05M | Sell |
|
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $920K | Sell |
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|
2023
Q3 | $802K | Buy |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $763K | Sell |
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $641K | Buy |
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|
2022
Q2 | $704K | Buy |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q1 | $860K | Buy |
|