One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.77M | Buy |
15,574
+234
| +2% | +$97.9K | 0.72% | 39 |
|
|
2025
Q4 | $7.42M | Sell |
15,340
-764
| -5% | -$383K | 0.91% | 32 |
|
|
2025
Q3 | $8.34M | Buy |
16,104
+651
| +4% | +$332K | 1.05% | 26 |
|
|
2025
Q2 | $7.69M | Buy |
15,453
+583
| +4% | +$253K | 1.07% | 25 |
|
|
2025
Q1 | $5.58M | Buy |
14,870
+1,478
| +11% | +$603K | 0.83% | 30 |
|
|
2024
Q4 | $5.64M | Sell |
13,392
-31
| -0.2% | -$13.2K | 0.84% | 29 |
|
|
2024
Q3 | $5.78M | Buy |
13,423
+38
| +0.3% | +$16.2K | 0.89% | 29 |
|
|
2024
Q2 | $5.43M | Buy |
13,385
+961
| +8% | +$406K | 1.16% | 21 |
|
|
2024
Q1 | $5.23M | Buy |
12,424
+1,071
| +9% | +$434K | 0.91% | 30 |
|
|
2023
Q4 | $4.27M | Buy |
11,353
+34
| +0.3% | +$12.1K | 0.82% | 31 |
|
|
2023
Q3 | $3.57M | Sell |
11,319
-1
| -0% | -$330 | 0.79% | 32 |
|
|
2023
Q2 | $3.85M | Sell |
11,320
-16
| -0.1% | -$5.01K | 0.81% | 30 |
|
|
2023
Q1 | $3.27M | Buy |
11,336
+31
| +0.3% | +$7.91K | 0.75% | 31 |
|
|
2022
Q4 | $2.71M | Sell |
11,305
-1,368
| -11% | -$328K | 0.62% | 34 |
|
|
2022
Q3 | $2.95M | Buy |
12,673
+3,518
| +38% | +$929K | 0.97% | 21 |
|
|
2022
Q2 | $2.35M | Sell |
9,155
-93
| -1% | -$25.2K | 0.63% | 38 |
|
|
2022
Q1 | $2.85M | Buy |
9,248
+1,520
| +20% | +$457K | 0.7% | 32 |
|
|
2021
Q4 | $2.6M | Buy |
7,728
+136
| +2% | +$44.1K | 0.66% | 31 |
|
|
2021
Q3 | $2.14M | Buy |
7,592
+1,920
| +34% | +$559K | 0.63% | 30 |
|
|
2021
Q2 | $1.54M | Buy |
5,672
+747
| +15% | +$190K | 0.49% | 34 |
|
|
2021
Q1 | $1.16M | Buy |
4,925
+928
| +23% | +$215K | 0.45% | 27 |
|
|
2020
Q4 | $889K | Sell |
3,997
-587
| -13% | -$126K | 0.48% | 18 |
|
|
2020
Q3 | $964K | Buy |
4,584
+1,534
| +50% | +$322K | 0.66% | 10 |
|
|
2020
Q2 | $621K | Buy |
3,050
+1,611
| +112% | +$292K | 0.49% | 15 |
|
|
2020
Q1 | $227K | Sell |
1,439
-158
| -10% | -$26K | 0.22% | 70 |
|
|
2019
Q4 | $252K | Buy |
+1,597
| New | +$235K | 0.19% | 82 |
|
|
2019
Q2 | – | Sell |
-183
| Closed | -$22K | – | 355 |
|
|
2019
Q1 | $22K | Sell |
183
-111,596
| -100% | -$12.2M | 0.02% | 263 |
|
|
2018
Q4 | $189K | Buy |
111,779
+111,600
| +62,346% | +$12M | 0.19% | 97 |
|
|
2018
Q3 | $20K | Hold |
179
| – | – | 0.02% | 318 |
|
|
2018
Q2 | $18K | Buy |
+179
| New | +$17.3K | 0.01% | 315 |
|
|
2018
Q1 | – | Sell |
-493
| Closed | -$42K | – | 562 |
|
|
2017
Q4 | $42K | Buy |
+493
| New | +$40.4K | 0.03% | 285 |
|
Other funds holding MSFT
VCM
VPM
