National Wealth Management Group’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
$2.56M Buy
2025
Q1
$1.9M Buy
2024
Q4
$1.82M Buy
2024
Q3
$1.71M Sell
2024
Q2
$1.79M Buy
2024
Q1
$1.62M Buy
2023
Q4
$1.38M Sell
2023
Q3
$1.24M Buy
2023
Q2
$1.17M Buy
2023
Q1
$960K Buy
2022
Q4
$407K Sell
2022
Q3
$496K Buy
2022
Q2
$349K Sell
2022
Q1
$588K Sell
2021
Q4
$691K Buy