Marcum 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
Q1 | $20.4M | Buy |
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|
2024
Q4 | $21.3M | Buy |
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|
2024
Q3 | $21M | Buy |
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|
2024
Q2 | $21.6M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $13.1M | Sell |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $9.49M | Sell |
|
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|
2022
Q3 | $9.93M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $12.4M | Sell |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $9.18M | Sell |
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|
2021
Q1 | $8.14M | Buy |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $4.38M | Sell |
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|
2020
Q2 | $5.81M | Buy |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $1.35M | Buy |
|