Insight Wealth 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
$1.23M Buy
2025
Q1
$845K Sell
2024
Q4
$1.19M Sell
2024
Q3
$2.02M Buy
2024
Q2
$1.01M Buy
2024
Q1
$867K Buy
2023
Q4
$743K Buy
2023
Q3
$400K Buy
2023
Q2
$389K Buy
2023
Q1
$252K Buy
2022
Q2
Sell
2022
Q1
$533K Sell
2021
Q4
$793K Buy
2021
Q1
Sell
2020
Q4
$305K Hold
2020
Q3
$288K Buy