Kathleen S. Wright Associates’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 | $992K | Buy |
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|
2025
Q2 | $947K | Hold |
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|
2025
Q1 | $714K | Buy |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $87.2K | Buy |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $30.3K | Hold |
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|
2023
Q1 | $25.7K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $19K | Buy |
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