Elevation 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 | $3.38M | Buy |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.78M | Sell |
|
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $645K | Buy |
|