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