ML&R 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
2024
Q1
$1.64M Buy
2023
Q4
$1.45M Sell
2023
Q3
$1.32M Buy
2023
Q2
$1.22M Sell
2023
Q1
$1.04M Buy
2022
Q4
$518K Buy
2022
Q3
$483K Buy
2022
Q2
$474K Sell
2022
Q1
$588K Buy
2021
Q4
$524K Buy