Iams 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
Q3 | $5.99M | Sell |
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|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.47M | Buy |
|
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.23M | Buy |
|