J.W. Cole 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 | $134M | Buy |
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|
2025
Q2 | $127M | Buy |
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|
2025
Q1 | $70.6M | Buy |
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|
2024
Q4 | $49.1M | Buy |
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|
2024
Q3 | $49.5M | Buy |
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|
2024
Q2 | $49.5M | Buy |
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|
2024
Q1 | $45.2M | Buy |
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|
2023
Q4 | $38.8M | Buy |
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|
2023
Q3 | $27.3M | Sell |
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|
2023
Q2 | $29.8M | Sell |
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|
2023
Q1 | $26.4M | Buy |
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|
2022
Q4 | $21.5M | Sell |
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|
2022
Q3 | $21.6M | Buy |
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|
2022
Q2 | $23.7M | Sell |
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|
2022
Q1 | $28.6M | Buy |
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|
2021
Q4 | $29M | Buy |
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|
2021
Q3 | $23.9M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $16.2M | Buy |
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|
2020
Q4 | $14.4M | Sell |
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|
2020
Q3 | $29.2M | Buy |
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|
2020
Q2 | $11.6M | Buy |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $7.77M | Buy |
|