CreativeOne Wealth’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 | $65.3M | Buy |
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|
2025
Q1 | $46.1M | Buy |
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|
2024
Q4 | $48.7M | Buy |
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|
2024
Q3 | $41.1M | Buy |
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|
2024
Q2 | $30.1M | Sell |
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|
2024
Q1 | $32.9M | Buy |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $14.1M | Sell |
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|
2023
Q2 | $25.1M | Sell |
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|
2023
Q1 | $23.8M | Sell |
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|
2022
Q4 | $19.9M | Sell |
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|
2022
Q3 | $19.4M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $23.1M | Sell |
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|
2021
Q4 | $27.8M | Buy |
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|
2021
Q3 | $21.5M | Buy |
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|
2021
Q2 | $20.1M | Buy |
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|
2021
Q1 | $17.4M | Buy |
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|
2020
Q4 | $14M | Buy |
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|
2020
Q3 | $4.3M | Buy |
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|
2020
Q2 | $4.14M | Buy |
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|
2020
Q1 | $2.61M | Sell |
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|
2019
Q4 | $3.01M | Buy |
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|
2019
Q3 | $2.42M | Buy |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $870K | Sell |
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|
2018
Q2 | $777K | Sell |
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|
2018
Q1 | $731K | Buy |
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