Concentrum 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
$8.4M Buy
2025
Q1
$6.32M Buy
2024
Q4
$6.86M Buy
2024
Q3
$6.74M Buy
2024
Q2
$6.73M Buy
2024
Q1
$6.18M Buy
2023
Q4
$4.91M Buy
2023
Q3
$3.19M Buy
2023
Q2
$3.18M Buy
2023
Q1
$2.61M Sell
2022
Q4
$2.25M Buy
2022
Q3
$2.02M Buy
2022
Q2
$1.03M Hold
2022
Q1
$1.23M Buy
2021
Q4
$1.31M Buy
2021
Q3
$908K Buy
2021
Q2
$859K Hold
2021
Q1
$748K Buy
2020
Q4
$701K Buy
2020
Q3
$662K Hold
2020
Q2
$641K Hold
2020
Q1
$497K Buy