Geller 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
Q4 | $19.5M | Sell |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $20.1M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $5.14M | Buy |
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|
2021
Q2 | $4.91M | Sell |
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|
2021
Q1 | $4.28M | Buy |
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|
2020
Q4 | $4M | Hold |
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|
2020
Q3 | $3.05M | Buy |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $923K | Buy |
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|
2019
Q2 | $665K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $836K | Hold |
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|
2018
Q1 | $774K | Buy |
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|
2017
Q4 | $651K | Sell |
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|
2017
Q3 | $580K | Buy |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $422K | Hold |
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|
2016
Q4 | $398K | Sell |
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|
2016
Q3 | $727K | Buy |
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|
2016
Q2 | $455K | Hold |
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|
2016
Q1 | $492K | Sell |
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|
2015
Q4 | $642K | Buy |
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|
2015
Q3 | $394K | Hold |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $362K | Hold |
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|
2014
Q4 | $413K | Buy |
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|
2014
Q3 | $357K | Buy |
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|
2014
Q2 | $297K | Buy |
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|
2014
Q1 | $262K | Hold |
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|
2013
Q4 | $239K | Sell |
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|
2013
Q3 | $311K | Buy |
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|
2013
Q2 | $303K | Buy |
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