EP 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 | $396M | Buy |
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|
2025
Q1 | $269M | Buy |
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|
2024
Q4 | $290M | Sell |
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|
2024
Q3 | $299M | Buy |
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|
2024
Q2 | $296M | Buy |
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|
2024
Q1 | $267M | Buy |
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|
2023
Q4 | $236M | Buy |
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|
2023
Q3 | $195M | Buy |
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|
2023
Q2 | $205M | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $137M | Buy |
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|
2022
Q3 | $128M | Buy |
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|
2022
Q2 | $125M | Buy |
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|
2022
Q1 | $144M | Buy |
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|
2021
Q4 | $146M | Buy |
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|
2021
Q3 | $113M | Sell |
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|
2021
Q2 | $110M | Buy |
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|
2021
Q1 | $89.6M | Buy |
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|
2020
Q4 | $69M | Buy |
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|
2020
Q3 | $61.7M | Sell |
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|
2020
Q2 | $62.5M | Sell |
|
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|
2020
Q1 | $50.2M | Buy |
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|
2019
Q4 | $50M | Buy |
|
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|
2019
Q3 | $42.8M | Buy |
|
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|
2019
Q2 | $40.8M | Buy |
|
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|
2019
Q1 | $33.3M | Buy |
|
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|
2018
Q4 | $28.3M | Buy |
|
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|
2018
Q3 | $31.5M | Buy |
|
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|
2018
Q2 | $26.3M | Buy |
|
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|
2018
Q1 | $23.6M | Buy |
|
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|
2017
Q4 | $2.45M | Buy |
|
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|
2017
Q3 | $2.08M | Sell |
|
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|
2017
Q2 | $1.96M | Buy |
|
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|
2017
Q1 | $1.22M | Sell |
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|
2016
Q4 | $1.19M | Buy |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $851K | Sell |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $1.17M | Buy |
|
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|
2015
Q3 | $542K | Sell |
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|
2015
Q2 | $601K | Buy |
|
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|
2015
Q1 | $506K | Buy |
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|
2014
Q4 | $491K | Sell |
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|
2014
Q3 | $565K | Buy |
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|
2014
Q2 | $462K | Sell |
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|
2014
Q1 | $524K | Buy |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $285K | Sell |
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|
2013
Q2 | $352K | Buy |
|