JFG 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
Q2 | $577K | Hold |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $624K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $645K | Sell |
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|
2020
Q3 | $1.42M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $358K | Buy |
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