Mills Wealth Advisors’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 | $534K | Sell |
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|
2025
Q2 | $513K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $216K | Buy |
|