Kellett 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
Q3 | $3.69M | Buy |
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|
2025
Q2 | $3.54M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.72M | Sell |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.95M | Buy |
|
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.06M | Buy |
|