KWB Wealth’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 | $5.89M | Sell |
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|
2025
Q2 | $4.52M | Sell |
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|
2025
Q1 | $5.16M | Buy |
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|
2024
Q4 | $5.11M | Buy |
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|
2024
Q3 | $4.98M | Sell |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $5.06M | Sell |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $4.34M | Sell |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $3.64M | Hold |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.03M | Buy |
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|
2021
Q2 | $2.43M | Hold |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $2.21M | Buy |
|