GoalVest Advisory’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 | $6.06M | Buy |
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|
2025
Q1 | $4.39M | Buy |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $4.72M | Buy |
|
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|
2024
Q2 | $4.63M | Sell |
|
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|
2024
Q1 | $4.89M | Buy |
|
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|
2023
Q4 | $3.58M | Sell |
|
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|
2023
Q3 | $3.05M | Sell |
|
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|
2023
Q2 | $3.42M | Sell |
|
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|
2023
Q1 | $3.06M | Sell |
|
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|
2022
Q4 | $2.61M | Sell |
|
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|
2022
Q3 | $4.65M | Sell |
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|
2022
Q2 | $6.01M | Buy |
|
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|
2022
Q1 | $6.9M | Buy |
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|
2021
Q2 | $5.12M | Buy |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $4.18M | Buy |
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