Highland Financial 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
Q3 | $621K | Buy |
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|
2025
Q2 | $514K | Hold |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $528K | Buy |
|
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|
2024
Q3 | $335K | Sell |
|
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|
2024
Q2 | $599K | Buy |
|
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|
2024
Q1 | $386K | Buy |
|
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|
2023
Q4 | $323K | Sell |
|
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $408K | Buy |
|