Kestra Advisory Services’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 | $401M | Buy |
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|
2025
Q1 | $297M | Sell |
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|
2024
Q4 | $347M | Sell |
|
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|
2024
Q3 | $371M | Sell |
|
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|
2024
Q2 | $393M | Buy |
|
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|
2024
Q1 | $324M | Buy |
|
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|
2023
Q4 | $262M | Buy |
|
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|
2023
Q3 | $207M | Buy |
|
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|
2023
Q2 | $212M | Buy |
|
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|
2023
Q1 | $175M | Sell |
|
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|
2022
Q4 | $181M | Buy |
|
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|
2022
Q3 | $171M | Buy |
|
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|
2022
Q2 | $174M | Buy |
|
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|
2022
Q1 | $185M | Sell |
|
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|
2021
Q4 | $202M | Sell |
|
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|
2021
Q3 | $198M | Buy |
|
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|
2021
Q2 | $164M | Buy |
|
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|
2021
Q1 | $140M | Sell |
|
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|
2020
Q4 | $166M | Buy |
|
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|
2020
Q3 | $98.1M | Buy |
|