Kelleher Financial 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 | $19.6M | Buy |
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2025
Q1 | $14.2M | Sell |
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2024
Q4 | $17M | Buy |
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2024
Q3 | $17.3M | Sell |
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2024
Q2 | $18.2M | Sell |
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2024
Q1 | $17.2M | Sell |
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2023
Q4 | $16.1M | Sell |
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2023
Q3 | $13.7M | Sell |
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2023
Q2 | $15.5M | Buy |
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2023
Q1 | $12.2M | Sell |
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2022
Q4 | $10.8M | Buy |
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2022
Q3 | $10.4M | Sell |
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2022
Q2 | $13.5M | Buy |
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2022
Q1 | $13.7M | Sell |
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2021
Q4 | $16.1M | Sell |
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2021
Q3 | $20.8M | Buy |
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2021
Q2 | $13.1M | Sell |
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2021
Q1 | $13.4M | Buy |
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2020
Q4 | $10.4M | Sell |
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2020
Q3 | $10.3M | Sell |
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2020
Q2 | $10.9M | Sell |
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2020
Q1 | $8.57M | Buy |
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2019
Q4 | $8.46M | Sell |
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2019
Q3 | $7.56M | Sell |
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2019
Q2 | $7.44M | Buy |
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2018
Q4 | $5.67M | Sell |
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2018
Q3 | $6.4M | Buy |
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2018
Q2 | $5.45M | Sell |
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2018
Q1 | $5.05M | Buy |
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2017
Q4 | $4.69M | Buy |
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2017
Q3 | $3.75M | Buy |
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2017
Q2 | $3.44M | Sell |
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2017
Q1 | $3.33M | Sell |
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2016
Q4 | $7.21M | Buy |
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2016
Q3 | $5.52M | Sell |
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2016
Q2 | $4.91M | Sell |
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2016
Q1 | $5.36M | Buy |
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2015
Q4 | $4.84M | Buy |
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2015
Q3 | $3.85M | Hold |
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2015
Q2 | $3.84M | Sell |
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2015
Q1 | $3.54M | Sell |
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2014
Q4 | $4.13M | Sell |
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2014
Q3 | $4.25M | Sell |
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2014
Q2 | $3.86M | Sell |
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2014
Q1 | $3.84M | Buy |
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2013
Q4 | $3.43M | Buy |
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2013
Q3 | $2.87M | Sell |
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2013
Q2 | $3.05M | Buy |
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