Holistic Financial Partners’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 | $2.55M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $941K | Sell |
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|
2020
Q4 | $937K | Buy |
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|
2020
Q3 | $872K | Sell |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $588K | Sell |
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|
2019
Q2 | $621K | Sell |
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|
2019
Q1 | $584K | Buy |
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|
2018
Q4 | $474K | Sell |
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|
2018
Q3 | $562K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $494K | Buy |
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|
2017
Q4 | $455K | Buy |
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