Levy Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.35M | Buy |
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|
2024
Q1 | $4.48M | Hold |
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|
2023
Q4 | $4.48M | Buy |
|
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|
2023
Q3 | $3.7M | Sell |
|
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|
2023
Q2 | $4M | Sell |
|
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|
2023
Q1 | $3.53M | Buy |
|
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|
2022
Q4 | $2.27M | Buy |
|
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|
2022
Q3 | $2.2M | Buy |
|
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|
2022
Q2 | $1.77M | Buy |
|
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|
2022
Q1 | $2.12M | Buy |
|
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|
2021
Q4 | $2.31M | Buy |
|
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|
2021
Q3 | $1.93M | Buy |
|
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $884K | Buy |
|