GM
GeoWealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
42,907
+197
| +0.5% | +$98K | 0.83% | 23 |
|
|
2025
Q1 | $16M | Sell |
42,710
-12,539
| -23% | -$4.71M | 0.64% | 25 |
|
|
2024
Q4 | $23.3M | Sell |
55,249
-1,642
| -3% | -$692K | 0.76% | 25 |
|
|
2024
Q3 | $24.5M | Sell |
56,891
-3,260
| -5% | -$1.4M | 0.86% | 19 |
|
|
2024
Q2 | $26.9M | Buy |
60,151
+8,784
| +17% | +$3.93M | 1.17% | 16 |
|
|
2024
Q1 | $21.6M | Buy |
51,367
+19,979
| +64% | +$8.41M | 0.84% | 21 |
|
|
2023
Q4 | $11.8M | Buy |
31,388
+26,928
| +604% | +$10.1M | 0.98% | 22 |
|
|
2023
Q3 | $1.41M | Buy |
4,460
+311
| +7% | +$98.2K | 0.16% | 115 |
|
|
2023
Q2 | $1.41M | Buy |
4,149
+53
| +1% | +$18K | 0.15% | 103 |
|
|
2023
Q1 | $1.18M | Sell |
4,096
-3,998
| -49% | -$1.15M | 0.14% | 87 |
|
|
2022
Q4 | $1.94M | Sell |
8,094
-3,553
| -31% | -$852K | 0.21% | 78 |
|
|
2022
Q3 | $2.71M | Buy |
11,647
+1,648
| +16% | +$383K | 0.3% | 71 |
|
|
2022
Q2 | $2.57M | Sell |
9,999
-274
| -3% | -$70.4K | 0.34% | 66 |
|
|
2022
Q1 | $3.17M | Sell |
10,273
-154
| -1% | -$47.5K | 0.28% | 87 |
|
|
2021
Q4 | $3.51M | Sell |
10,427
-1,913
| -16% | -$643K | 0.29% | 78 |
|
|
2021
Q3 | $3.48M | Buy |
12,340
+7,240
| +142% | +$2.04M | 0.29% | 80 |
|
|
2021
Q2 | $1.38M | Buy |
5,100
+338
| +7% | +$91.6K | 0.17% | 89 |
|
|
2021
Q1 | $1.12M | Buy |
4,762
+247
| +5% | +$58.1K | 0.17% | 85 |
|
|
2020
Q4 | $995K | Buy |
4,515
+2,922
| +183% | +$644K | 0.16% | 105 |
|
|
2020
Q3 | $325K | Sell |
1,593
-1,381
| -46% | -$282K | 0.1% | 115 |
|
|
2020
Q2 | $606K | Buy |
2,974
+1,516
| +104% | +$309K | 0.25% | 85 |
|
|
2020
Q1 | $230K | Buy |
1,458
+60
| +4% | +$9.47K | 0.16% | 83 |
|
|
2019
Q4 | $220K | Sell |
1,398
-14,014
| -91% | -$2.21M | 0.12% | 89 |
|
|
2019
Q3 | $2.14M | Buy |
+15,412
| New | +$2.14M | 0.48% | 43 |
|