Keudell/Morrison Wealth Management’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
$9.39M Sell
2025
Q1
$7.47M Buy
2024
Q4
$8.31M Buy
2024
Q3
$8.38M Sell
2024
Q2
$9.12M Sell
2024
Q1
$8.68M Sell
2023
Q4
$7.85M Buy
2023
Q3
$6.48M Sell
2023
Q2
$7.05M Sell
2023
Q1
$6.12M Sell
2022
Q4
$5.1M Buy
2022
Q3
$4.79M Buy
2022
Q2
$5.09M Sell
2022
Q1
$6.26M Sell
2021
Q4
$7.03M Sell
2021
Q3
$6.17M Sell
2021
Q2
$6.09M Buy
2021
Q1
$5.05M Buy
2020
Q4
$4.74M Buy
2020
Q3
$4.34M Sell
2020
Q2
$4.39M Buy
2020
Q1
$3.27M Buy
2019
Q4
$3.14M Sell
2019
Q3
$3.01M Sell
2019
Q2
$2.94M Sell
2019
Q1
$2.65M Buy