Kozak & Associates’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 | $27M | Buy |
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|
2025
Q1 | $20.4M | Buy |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $23.6M | Buy |
|
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|
2024
Q2 | $26M | Buy |
|
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|
2024
Q1 | $23.5M | Buy |
|
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|
2023
Q4 | $21.2M | Buy |
|
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|
2023
Q3 | $17.2M | Buy |
|
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $12.5M | Buy |
|
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|
2022
Q4 | $10.4M | Buy |
|
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|
2022
Q3 | $9.52M | Buy |
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|
2022
Q2 | $4.52M | Buy |
|
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|
2022
Q1 | $4.29M | Hold |
|
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|
2021
Q4 | $4.29M | Buy |
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|
2021
Q3 | $4.74M | Buy |
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|
2020
Q4 | $3.06M | Buy |
|