Monterey Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.57M | Buy |
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|
2024
Q4 | $6.21M | Buy |
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|
2024
Q3 | $6.04M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $5.6M | Buy |
|
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $3.85M | Sell |
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|
2022
Q4 | $3.32M | Buy |
|
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $3.77M | Buy |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.03M | Buy |
|
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $1.69M | Buy |
|