OneAscent 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
$1.82M Buy
2025
Q1
$1.13M Sell
2024
Q4
$1.44M Sell
2024
Q3
$1.87M Buy
2024
Q2
Sell
2024
Q1
$1.98M Sell
2023
Q4
$1.85M Buy
2023
Q3
$1.42M Buy
2023
Q2
Sell
2023
Q1
$1.37M Buy
2022
Q4
$1.06M Sell
2022
Q3
$1.19M Sell
2022
Q2
$1.71M Sell
2022
Q1
$2.44M Buy
2021
Q1
$2.3M Sell
2020
Q4
$3.25M Buy