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
2026 Q1	$3.87M	Sell	10,448 -25	-0.2%	-$10.5K	0.71%	25
2025 Q4	$5.06M	Sell	10,473 -78	-0.7%	-$39.1K	0.92%	22
2025 Q3	$5.46M	Buy	+10,551	New	+$5.38M	1.03%	21
2025 Q1	$4.64M	Sell	12,365 -91	-0.7%	-$37.1K	1%	20
2024 Q4	$5.25M	Sell	12,456 -160	-1%	-$68.2K	1.15%	19
2024 Q3	$5.43M	Buy	12,616 +115	+0.9%	+$49.2K	1.16%	20
2024 Q2	$5.59M	Sell	12,501 -75	-0.6%	-$31.7K	1.28%	18
2024 Q1	$5.29M	Sell	12,576 -554	-4%	-$224K	1.23%	19
2023 Q4	$4.94M	Sell	13,130 -350	-3%	-$125K	1.28%	24
2023 Q3	$4.26M	Buy	13,480 +734	+6%	+$243K	1.28%	24
2023 Q2	$4.34M	Sell	12,746 -103	-0.8%	-$32.3K	1.3%	23
2023 Q1	$3.7M	Sell	12,849 -28	-0.2%	-$7.14K	1.17%	27
2022 Q4	$3.09M	Sell	12,877 -392	-3%	-$94.1K	1.04%	26
2022 Q3	$3.09M	Sell	13,269 -150	-1%	-$39.6K	1.15%	25
2022 Q2	$3.45M	Hold	13,419	–	–	1.22%	25
2022 Q1	$4.14M	Buy	13,419 +3,456	+35%	+$1.04M	1.29%	18
2021 Q4	$3.35M	Sell	9,963 -145	-1%	-$47K	1.03%	19
2021 Q3	$2.85M	Sell	10,108 -203	-2%	-$59.1K	0.98%	20
2021 Q2	$2.79M	Sell	10,311 -291	-3%	-$74K	0.97%	20
2021 Q1	$2.5M	Buy	10,602 +388	+4%	+$90K	0.96%	17
2020 Q4	$2.27M	Buy	10,214 +848	+9%	+$182K	0.97%	20
2020 Q3	$1.91M	Hold	9,366	–	–	0.98%	16
2020 Q2	$1.91M	Buy	9,366 +247	+3%	+$44.8K	0.98%	16
2020 Q1	$1.44M	Buy	9,119 +5,869	+181%	+$965K	1.2%	16
2019 Q4	$512K	Buy	+3,250	New	+$477K	0.32%	29