Orgel 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
Q3 | $2.54M | Sell |
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|
2025
Q2 | $2.44M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $2.18M | Buy |
|
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $915K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $903K | Hold |
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|
2019
Q2 | $870K | Buy |
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|
2019
Q1 | $757K | Hold |
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|
2018
Q4 | $652K | Hold |
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|
2018
Q3 | $734K | Sell |
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|
2018
Q2 | $634K | Sell |
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|
2018
Q1 | $628K | Sell |
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|
2017
Q4 | $598K | Buy |
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|
2017
Q3 | $506K | Sell |
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|
2017
Q2 | $471K | Sell |
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|
2017
Q1 | $454K | Buy |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $279K | Buy |
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