Encompass Wealth Advisors’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 | $9.15M | Sell |
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|
2025
Q1 | $7.02M | Sell |
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|
2024
Q4 | $7.94M | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $9.86M | Buy |
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|
2023
Q4 | $8.8M | Buy |
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|
2023
Q3 | $7.32M | Buy |
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|
2023
Q2 | $7.72M | Sell |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $5.49M | Sell |
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|
2022
Q3 | $5.5M | Sell |
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|
2022
Q2 | $6.22M | Sell |
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|
2022
Q1 | $8.33M | Buy |
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|
2021
Q4 | $8.86M | Buy |
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|
2021
Q3 | $7.31M | Sell |
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|
2021
Q2 | $9.26M | Buy |
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|
2021
Q1 | $8.39M | Sell |
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|
2020
Q4 | $7.92M | Buy |
|