HBK Sorce 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
Q3 | $45.7M | Buy |
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|
2025
Q2 | $44.1M | Buy |
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|
2025
Q1 | $33M | Buy |
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|
2024
Q4 | $37M | Buy |
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|
2024
Q3 | $36.8M | Sell |
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|
2024
Q2 | $38.4M | Sell |
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|
2024
Q1 | $36.4M | Buy |
|
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|
2023
Q4 | $32.1M | Sell |
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|
2023
Q3 | $28.8M | Sell |
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|
2023
Q2 | $31.3M | Sell |
|
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|
2023
Q1 | $26.6M | Sell |
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|
2022
Q4 | $44.2M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $14.6M | Sell |
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|
2022
Q1 | $24.6M | Sell |
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|
2021
Q4 | $28.8M | Buy |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $22.7M | Buy |
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|
2021
Q1 | $18.9M | Buy |
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|
2020
Q4 | $17.3M | Sell |
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|
2020
Q3 | $16.5M | Sell |
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|
2020
Q2 | $16.4M | Buy |
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|
2020
Q1 | $11.9M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $10.4M | Buy |
|
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|
2019
Q2 | $9.69M | Buy |
|
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|
2019
Q1 | $8.4M | Buy |
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|
2018
Q4 | $7.08M | Buy |
|
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|
2018
Q3 | $7.62M | Buy |
|
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|
2018
Q2 | $6.57M | Buy |
|
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|
2018
Q1 | $6M | Sell |
|
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|
2017
Q4 | $5.68M | Buy |
|
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|
2017
Q3 | $4.71M | Buy |
|
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|
2017
Q2 | $3.87M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.51M | Sell |
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|
2016
Q3 | $3.28M | Buy |
|
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|
2016
Q2 | $2.77M | Sell |
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|
2016
Q1 | $2.99M | Buy |
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|
2015
Q4 | $2.64M | Buy |
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|
2015
Q3 | $2.09M | Buy |
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|
2015
Q2 | $1.93M | Buy |
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|
2015
Q1 | $1.77M | Sell |
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|
2014
Q4 | $2.06M | Sell |
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|
2014
Q3 | $2.13M | Buy |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $1.85M | Buy |
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|
2013
Q4 | $1.59M | Buy |
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|
2013
Q3 | $1.34M | Sell |
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|
2013
Q2 | $2.78M | Buy |
|