Curated 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
Q3
$8.19M Sell
2025
Q2
$8.14M Buy
2025
Q1
$6.12M Buy
2024
Q4
$6.6M Sell
2024
Q3
$6.76M Buy
2024
Q2
$6.93M Buy
2024
Q1
Sell
2023
Q4
$5.56M Sell
2023
Q3
$4.83M Buy
2023
Q2
$5.2M Sell
2023
Q1
$4.51M Sell
2022
Q4
$3.86M Buy
2022
Q3
$3.71M Buy
2022
Q2
$4.05M Buy
2022
Q1
$4.44M Hold
2021
Q4
$4.44M Sell
2021
Q3
$3.74M Hold
2021
Q2
$3.59M Sell
2021
Q1
$3.16M Buy
2020
Q4
$2.9M Buy