O'Brien Wealth Partners’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 | $930K | Sell |
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|
2025
Q1 | $862K | Buy |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $609K | Hold |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $739K | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $664K | Sell |
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|
2019
Q4 | $975K | Buy |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Buy |
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|
2018
Q3 | $197K | Buy |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $71K | Buy |
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