IVC 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
Q3 | $2.17M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $668K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q4 | $518K | Buy |
|