Congress 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 | $244M | Buy |
|
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|
2025
Q1 | $156M | Buy |
|
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|
2024
Q4 | $126M | Sell |
|
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|
2024
Q3 | $138M | Buy |
|
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|
2024
Q2 | $108M | Buy |
|
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|
2024
Q1 | $73.1M | Sell |
|
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|
2023
Q4 | $70.7M | Buy |
|
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|
2023
Q3 | $53.3M | Buy |
|
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|
2023
Q2 | $55.7M | Buy |
|
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|
2023
Q1 | $47.1M | Buy |
|
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|
2022
Q4 | $39M | Buy |
|
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|
2022
Q3 | $37.3M | Buy |
|
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|
2022
Q2 | $40.6M | Sell |
|
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|
2022
Q1 | $49.9M | Sell |
|
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|
2021
Q4 | $57.3M | Buy |
|