MBE 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 | $1.55M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $947K | Sell |
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|
2024
Q1 | $901K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $671K | Hold |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $259K | Buy |
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