Litman Gregory 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
Q3 | $20.6M | Sell |
|
|||||
|
2025
Q2 | $20.2M | Sell |
|
|||||
|
2025
Q1 | $15.4M | Buy |
|
|||||
|
2024
Q4 | $17.3M | Sell |
|
|||||
|
2024
Q3 | $18.5M | Buy |
|
|||||
|
2024
Q2 | $17.6M | Sell |
|
|||||
|
2024
Q1 | $16.8M | Sell |
|
|||||
|
2023
Q4 | $15.2M | Sell |
|
|||||
|
2023
Q3 | $13.6M | Buy |
|
|||||
|
2023
Q2 | $260K | Sell |
|
|||||
|
2023
Q1 | $3M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $233K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $241K | Sell |
|
|||||
|
2021
Q3 | $604K | Buy |
|
|||||
|
2021
Q2 | $924 | Buy |
|
|||||
|
2021
Q1 | $10K | Hold |
|
|||||
|
2020
Q4 | $10K | Sell |
|
|||||
|
2020
Q3 | $12K | Buy |
|
|||||
|
2020
Q2 | $9K | Hold |
|
|||||
|
2020
Q1 | $7K | Sell |
|
|||||
|
2019
Q4 | $125K | Sell |
|
|||||
|
2019
Q3 | $125K | Sell |
|
|||||
|
2019
Q2 | $234K | Buy |
|