Guardian 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 | $619K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $519K | Hold |
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|
2024
Q3 | $530K | Hold |
|
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|
2024
Q2 | $550K | Buy |
|
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|
2024
Q1 | $518K | Sell |
|
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|
2023
Q4 | $464K | Buy |
|
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|
2023
Q3 | $389K | Buy |
|
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $354K | Buy |
|
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|
2022
Q4 | $294K | Sell |
|
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|
2022
Q3 | $299K | Buy |
|
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $431K | Buy |
|