GeoWealth Management’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 | $21.3M | Buy |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $23.3M | Sell |
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|
2024
Q3 | $24.5M | Sell |
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|
2024
Q2 | $26.9M | Buy |
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|
2024
Q1 | $21.6M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.18M | Sell |
|
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $2.57M | Sell |
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|
2022
Q1 | $3.17M | Sell |
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|
2021
Q4 | $3.51M | Sell |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $995K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $606K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $2.14M | Buy |
|