Moneta Group Investment 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
Q2 | $90.4M | Buy |
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|
2025
Q1 | $62.6M | Buy |
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|
2024
Q4 | $68.5M | Buy |
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|
2024
Q3 | $69.3M | Sell |
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|
2024
Q2 | $72.9M | Buy |
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|
2024
Q1 | $66.7M | Buy |
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|
2023
Q4 | $52.4M | Sell |
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|
2023
Q3 | $47.6M | Sell |
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|
2023
Q2 | $51.7M | Buy |
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|
2023
Q1 | $41.8M | Buy |
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|
2022
Q4 | $32M | Sell |
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|
2022
Q3 | $31.2M | Sell |
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|
2022
Q2 | $37.6M | Buy |
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|
2022
Q1 | $30.2M | Buy |
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|
2021
Q4 | $32.1M | Buy |
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|
2021
Q3 | $26.8M | Sell |
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|
2021
Q2 | $27.3M | Buy |
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|
2021
Q1 | $19.8M | Buy |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $12.8M | Buy |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $9.06M | Buy |
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|
2019
Q4 | $7.75M | Sell |
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|
2019
Q3 | $6.99M | Buy |
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|
2019
Q2 | $6.11M | Buy |
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|
2019
Q1 | $3.29M | Sell |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $4.02M | Sell |
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|
2018
Q2 | $4.06M | Buy |
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|
2018
Q1 | $2.85M | Sell |
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|
2017
Q4 | $3.94M | Sell |
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|
2017
Q3 | $5.32M | Buy |
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|
2017
Q2 | $4.28M | Sell |
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|
2017
Q1 | $4.26M | Sell |
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|
2016
Q4 | $4.12M | Buy |
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|
2016
Q3 | $3.72M | Sell |
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|
2016
Q2 | $3.76M | Buy |
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|
2016
Q1 | $1.83M | Buy |
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|
2015
Q4 | $1.21M | Sell |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $1.35M | Sell |
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|
2014
Q4 | $1.55M | Sell |
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|
2014
Q3 | $1.65M | Sell |
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|
2014
Q2 | $1.55M | Buy |
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|
2014
Q1 | $1.5M | Sell |
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|
2013
Q4 | $1.44M | Sell |
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|
2013
Q3 | $1.3M | Buy |
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|
2013
Q2 | $1.35M | Buy |
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