Navis 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
Q2 | $751K | Buy |
|
|||||
|
2025
Q1 | $553K | Sell |
|
|||||
|
2024
Q4 | $666K | Buy |
|
|||||
|
2024
Q3 | $560K | Buy |
|
|||||
|
2024
Q2 | $580K | Buy |
|
|||||
|
2024
Q1 | $409K | Sell |
|
|||||
|
2023
Q4 | $567K | Buy |
|
|||||
|
2023
Q3 | $476K | Buy |
|
|||||
|
2023
Q2 | $503K | Sell |
|
|||||
|
2023
Q1 | $429K | Sell |
|
|||||
|
2022
Q4 | $371K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $237K | Buy |
|
|||||
|
2020
Q4 | $223K | Buy |
|