Oakwell Private Wealth Management’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
$3.69M Buy
2025
Q1
$2.68M Buy
2024
Q4
$2.43M Buy
2024
Q3
$2.37M Sell
2024
Q2
$2.72M Buy
2024
Q1
$2.42M Buy
2023
Q4
$2.05M Buy
2023
Q3
$1.56M Buy
2023
Q2
$1.67M Buy
2023
Q1
$1.29M Buy
2022
Q4
$1.06M Buy
2022
Q3
$971K Buy
2022
Q2
$1.05M Buy
2022
Q1
$1.14M Buy
2021
Q4
$743K Buy
2021
Q3
$444K Hold
2021
Q2
$427K Buy