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