One Charles Private Wealth Services’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 | $3.33M | Buy |
|
|||||
|
2025
Q1 | $2.41M | Buy |
|
|||||
|
2024
Q4 | $2.66M | Buy |
|
|||||
|
2024
Q3 | $2.47M | Sell |
|
|||||
|
2024
Q2 | $2.57M | Buy |
|
|||||
|
2024
Q1 | $2.39M | Buy |
|
|||||
|
2023
Q4 | $1.98M | Buy |
|
|||||
|
2023
Q3 | $1.65M | Sell |
|
|||||
|
2023
Q2 | $1.86M | Buy |
|
|||||
|
2023
Q1 | $1.57M | Buy |
|
|||||
|
2022
Q4 | $1.28M | Buy |
|
|||||
|
2022
Q3 | $1.18M | Buy |
|
|||||
|
2022
Q2 | $1.28M | Buy |
|
|||||
|
2022
Q1 | $1.44M | Sell |
|
|||||
|
2021
Q4 | $1.58M | Sell |
|
|||||
|
2021
Q3 | $1.39M | Buy |
|
|||||
|
2021
Q2 | $1.31M | Buy |
|
|||||
|
2021
Q1 | $286K | Sell |
|
|||||
|
2020
Q4 | $315K | Sell |
|
|||||
|
2020
Q3 | $2.53M | Sell |
|
|||||
|
2020
Q2 | $3.61M | Buy |
|
|||||
|
2020
Q1 | $2.35M | Buy |
|
|||||
|
2019
Q4 | $2.27M | Buy |
|