Delap Wealth Advisory’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
$4.44M Sell
2025
Q1
$3.37M Sell
2024
Q4
$6.63M Buy
2024
Q3
$6.5M Sell
2024
Q2
$7.31M Sell
2024
Q1
$13.2M Sell
2023
Q4
$24.5M Buy
2023
Q3
$764K Buy
2023
Q2
$680K Sell
2023
Q1
$1.27M Sell
2022
Q4
$1.99M Buy