Comprehensive 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 | $2.32M | Sell |
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|
2025
Q1 | $1.77M | Buy |
|
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|
2024
Q4 | $1.95M | Buy |
|
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|
2024
Q3 | $1.91M | Buy |
|
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|
2024
Q2 | $1.98M | Sell |
|
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|
2024
Q1 | $1.95M | Sell |
|
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|
2023
Q4 | $1.99M | Sell |
|
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|
2023
Q3 | $1.73M | Sell |
|
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|
2023
Q2 | $1.89M | Buy |
|
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|
2023
Q1 | $1.6M | Sell |
|
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|
2022
Q4 | $1.41M | Buy |
|
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|
2022
Q3 | $532K | Buy |
|
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|
2022
Q2 | $564K | Buy |
|
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|
2022
Q1 | $667K | Sell |
|
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|
2021
Q4 | $1.03M | Buy |
|
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|
2021
Q3 | $791K | Sell |
|
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|
2021
Q2 | $769K | Sell |
|
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|
2021
Q1 | $773K | Sell |
|
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|
2020
Q4 | $755K | Buy |
|