Monograph 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
Q2 | $6.02M | Buy |
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|
2025
Q1 | $4.23M | Sell |
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|
2024
Q4 | $8.24M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $11.6M | Buy |
|
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|
2024
Q1 | $9.3M | Buy |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $4.03M | Hold |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $700K | Sell |
|
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.3M | Buy |
|