GoalFusion Wealth 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 | $813K | Sell |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $905K | Sell |
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|
2024
Q3 | $948K | Buy |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $597K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $462K | Buy |
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