Fusion Family Wealth’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 | $534K | Hold |
|
|||||
|
2025
Q2 | $513K | Hold |
|
|||||
|
2025
Q1 | $387K | Hold |
|
|||||
|
2024
Q4 | $435K | Buy |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $294K | Hold |
|
|||||
|
2024
Q1 | $276K | Hold |
|
|||||
|
2023
Q4 | $247K | Hold |
|
|||||
|
2023
Q3 | $207K | Hold |
|
|||||
|
2023
Q2 | $224K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $409K | Buy |
|
|||||
|
2018
Q3 | $420K | Sell |
|
|||||
|
2018
Q2 | $362K | Buy |
|
|||||
|
2018
Q1 | $316K | Buy |
|
|||||
|
2017
Q4 | $292K | Buy |
|
|||||
|
2017
Q3 | $36K | Sell |
|
|||||
|
2017
Q2 | $210K | Sell |
|
|||||
|
2017
Q1 | $202K | Sell |
|
|||||
|
2016
Q4 | $231K | Buy |
|