Motive 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
         Q3  | $4.23M | Sell | 
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| 
        
          
      
        2025
         Q2  | $4.07M | Buy | 
         | 
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| 
        
          
      
        2025
         Q1  | $2.68M | Sell | 
         | 
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| 
        
          
      
        2024
         Q4  | $3.13M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.98M | Hold | 
         | 
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| 
        
          
      
        2024
         Q2  | $2.98M | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $2.81M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $1.49M | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $1.59M | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $1.83M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $1.51M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $1.41M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $1.34M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $756K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $819K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $610K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $462K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $285K | Buy | 
         |