Geometric Wealth 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 | $2.35M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $932K | Hold |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $475K | Buy |
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