Live Oak Private 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 | $21.7M | Sell |
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|
2025
Q2 | $20.9M | Buy |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $19.1M | Sell |
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|
2024
Q2 | $20.2M | Sell |
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|
2024
Q1 | $19.3M | Sell |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $15.9M | Sell |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $12.4M | Sell |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $8.71M | Buy |
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|
2020
Q4 | $8.11M | Sell |
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|
2020
Q3 | $7.71M | Sell |
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|
2020
Q2 | $8.69M | Buy |
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|
2020
Q1 | $6.54M | Buy |
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|
2019
Q4 | $5.05M | Buy |
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