Lyell 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
Q2 | $44.8M | Buy |
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|
2025
Q1 | $32.5M | Buy |
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|
2024
Q4 | $33.4M | Buy |
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|
2024
Q3 | $33.9M | Buy |
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|
2024
Q2 | $34.7M | Buy |
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|
2024
Q1 | $32M | Sell |
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|
2023
Q4 | $28.6M | Buy |
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|
2023
Q3 | $23.5M | Sell |
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|
2023
Q2 | $25.6M | Sell |
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|
2023
Q1 | $22.7M | Sell |
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|
2022
Q4 | $19.8M | Sell |
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|
2022
Q3 | $19.4M | Buy |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $24.9M | Buy |
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|
2021
Q4 | $25.9M | Buy |
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|
2021
Q3 | $21.6M | Sell |
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|
2021
Q2 | $20.8M | Buy |
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|
2021
Q1 | $17.4M | Buy |
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|
2020
Q4 | $16.3M | Buy |
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|
2020
Q3 | $14.2M | Buy |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $9.78M | Sell |
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|
2019
Q3 | $8.86M | Buy |
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|
2019
Q2 | $8.25M | Buy |
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|
2019
Q1 | $7.19M | Buy |
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|
2018
Q4 | $5.95M | Buy |
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|
2018
Q3 | $6.67M | Buy |
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|
2018
Q2 | $5.46M | Buy |
|
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|
2018
Q1 | $4.69M | Buy |
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|
2017
Q4 | $4.18M | Sell |
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|
2017
Q3 | $3.65M | Sell |
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|
2017
Q2 | $3.48M | Sell |
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|
2017
Q1 | $3.38M | Buy |
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|
2016
Q4 | $2.69M | Buy |
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