Hillcrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $249K | Buy |
|