Concord Wealth Partners’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 | $19.4M | Sell |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $18M | Buy |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $8.74M | Buy |
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|
2023
Q2 | $8.38M | Buy |
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|
2023
Q1 | $5.66M | Buy |
|
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $5.37M | Sell |
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|
2022
Q2 | $5.97M | Buy |
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|
2022
Q1 | $6.1M | Buy |
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|
2021
Q4 | $6.31M | Buy |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $4.52M | Buy |
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|
2021
Q1 | $3.93M | Buy |
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|
2020
Q4 | $3.13M | Buy |
|