Montz Harcus 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
2025
Q2
$6.96M Sell
2025
Q1
$5.31M Buy
2024
Q4
$5.74M Hold
2024
Q3
$5.86M Buy
2024
Q2
$6.03M Buy
2024
Q1
$5.64M Buy
2023
Q4
$5.02M Buy
2023
Q3
$4.13M Sell
2023
Q2
$4.45M Buy
2023
Q1
$3.72M Sell
2022
Q4
$3.16M Buy
2022
Q3
$3.04M Buy
2022
Q2
$3.33M Buy
2022
Q1
$3.9M Buy
2021
Q4
$4.19M Buy