Morling Financial 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 | $1.42M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.45M | Buy |
|
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $636K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $741K | Buy |
|