Morton Brown Family 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
Q3 | $1.14M | Sell |
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|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $937K | Buy |
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|
2024
Q4 | $985K | Hold |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $853K | Buy |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $878K | Buy |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $547K | Hold |
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|
2021
Q4 | $597K | Buy |
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