Epic Trust Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $851K | Sell |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $855K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $792K | Sell |
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|
2023
Q1 | $872K | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $668K | Buy |
|