JFS 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
Q2 | $12.5M | Buy |
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|
2025
Q1 | $7.88M | Buy |
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|
2024
Q4 | $8.82M | Buy |
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|
2024
Q3 | $8.82M | Buy |
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|
2024
Q2 | $4.73M | Sell |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $3.7M | Buy |
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|
2022
Q1 | $4.13M | Sell |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $3.28M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $775K | Buy |
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|
2019
Q4 | $633K | Sell |
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|
2019
Q3 | $587K | Buy |
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|
2019
Q2 | $552K | Sell |
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|
2019
Q1 | $687K | Sell |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $679K | Sell |
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|
2018
Q2 | $588K | Buy |
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|
2018
Q1 | $542K | Sell |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $460K | Buy |
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|
2017
Q2 | $388K | Sell |
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|
2017
Q1 | $373K | Hold |
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|
2016
Q4 | $373K | Buy |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $540K | Buy |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $258K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $209K | Sell |
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|
2013
Q4 | $255K | Sell |
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|
2013
Q3 | $302K | Sell |
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|
2013
Q2 | $653K | Buy |
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