Dopkins 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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.26M | Hold |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $990K | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $794K | Buy |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $375K | Buy |
|