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