Oak Family 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
Sell
2025
Q1
$1.23M Sell
2024
Q4
$5.89M Sell
2024
Q3
$6.04M Sell
2024
Q2
$6.3M Sell
2024
Q1
$6.48M Sell
2023
Q4
$5.89M Buy
2023
Q3
$3.89M Buy
2023
Q2
$1.48M Buy
2023
Q1
$424K Sell
2022
Q4
$1.41M Sell
2022
Q3
$1.51M Sell
2022
Q2
$1.84M Sell
2022
Q1
$2.34M Sell
2021
Q4
$3.9M Buy
2021
Q3
$2.99M Buy
2021
Q2
$2.62M Buy
2021
Q1
$2.25M Buy
2020
Q4
$1.92M Buy