Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $18.9M | Sell |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $20.7M | Sell |
|
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|
2023
Q1 | $18.4M | Sell |
|
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|
2022
Q4 | $15.8M | Sell |
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|
2022
Q3 | $15.3M | Buy |
|
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $19.1M | Buy |
|
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|
2021
Q4 | $20.2M | Buy |
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|
2021
Q3 | $1.67M | Buy |
|
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.34M | Buy |
|