Forum Private Client Group’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 | $638K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $457K | Buy |
|
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $315K | Buy |
|