Kestra Private Wealth 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
Q3 | $181M | Sell |
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|
2025
Q2 | $175M | Buy |
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|
2025
Q1 | $129M | Buy |
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|
2024
Q4 | $137M | Buy |
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|
2024
Q3 | $118M | Sell |
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|
2024
Q2 | $140M | Buy |
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|
2024
Q1 | $119M | Buy |
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|
2023
Q4 | $105M | Buy |
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|
2023
Q3 | $81.4M | Buy |
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|
2023
Q2 | $79M | Buy |
|
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|
2023
Q1 | $60.1M | Buy |
|
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|
2022
Q4 | $41.9M | Sell |
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|
2022
Q3 | $42.1M | Buy |
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|
2022
Q2 | $44.4M | Buy |
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|
2022
Q1 | $51.4M | Buy |
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|
2021
Q4 | $55.9M | Buy |
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|
2021
Q3 | $44.3M | Buy |
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|
2021
Q2 | $40.7M | Buy |
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|
2021
Q1 | $34.8M | Buy |
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|
2020
Q4 | $30.9M | Buy |
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|
2020
Q3 | $27M | Buy |
|