Fortis 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 | $1.21M | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $631K | Hold |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $899K | Buy |
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|
2020
Q3 | $827K | Sell |
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|
2020
Q2 | $994K | Sell |
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|
2020
Q1 | $987K | Sell |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $952K | Buy |
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|
2019
Q2 | $834K | Buy |
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|
2019
Q1 | $722K | Buy |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $621K | Sell |
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|
2018
Q2 | $542K | Hold |
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|
2018
Q1 | $506K | Sell |
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|
2017
Q4 | $553K | Sell |
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|
2017
Q3 | $487K | Sell |
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|
2017
Q2 | $754K | Sell |
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|
2017
Q1 | $760K | Buy |
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|
2016
Q4 | $451K | Buy |
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