Envestnet Portfolio Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236M | Buy |
473,560
+17,682
| +4% | +$8.8M | 0.87% | 26 |
|
|
2025
Q1 | $171M | Sell |
455,878
-97,033
| -18% | -$36.4M | 0.65% | 31 |
|
|
2024
Q4 | $233M | Buy |
552,911
+37,558
| +7% | +$15.8M | 0.76% | 28 |
|
|
2024
Q3 | $222M | Buy |
515,353
+4,546
| +0.9% | +$1.96M | 0.72% | 28 |
|
|
2024
Q2 | $228M | Buy |
510,807
+10,243
| +2% | +$4.58M | 0.8% | 27 |
|
|
2024
Q1 | $211M | Buy |
500,564
+74,109
| +17% | +$31.2M | 0.79% | 28 |
|
|
2023
Q4 | $160M | Sell |
426,455
-16,719
| -4% | -$6.29M | 0.67% | 35 |
|
|
2023
Q3 | $140M | Buy |
+443,174
| New | +$140M | 0.66% | 34 |
|