Great Point 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
Q1
$4.64M Sell
2024
Q4
$5.25M Sell
2024
Q3
$5.43M Buy
2024
Q2
$5.59M Sell
2024
Q1
$5.29M Sell
2023
Q4
$4.94M Sell
2023
Q3
$4.26M Buy
2023
Q2
$4.34M Sell
2023
Q1
$3.7M Sell
2022
Q4
$3.09M Sell
2022
Q3
$3.09M Sell
2022
Q2
$3.45M Hold
2022
Q1
$4.14M Buy
2021
Q4
$3.35M Sell
2021
Q3
$2.85M Sell
2021
Q2
$2.79M Sell
2021
Q1
$2.5M Buy
2020
Q4
$2.27M Buy
2020
Q3
$1.91M Hold
2020
Q2
$1.91M Buy
2020
Q1
$1.44M Buy
2019
Q4
$512K Buy