Marks Group 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 | $15.9M | Sell |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9M | Sell |
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|
2023
Q2 | $9.75M | Sell |
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|
2023
Q1 | $8.27M | Buy |
|
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|
2022
Q4 | $5.37M | Buy |
|
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.37M | Buy |
|
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $333K | Buy |
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