Fermata 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
Q3 | $3.36M | Sell |
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|
2025
Q2 | $3.9M | Sell |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $4.83M | Buy |
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.5M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $599K | Buy |
|