Orion Portfolio Solutions’s Microsoft MSFT Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q1  | $164M | Buy | 
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| 
        
          
      
        2024
         Q4  | $10.2M | Sell | 
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| 
        
          
      
        2024
         Q3  | $175M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $184M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $171M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $151M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $126M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $139M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $112M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $21.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $19.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $21.5M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $28.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $30.4M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $23.9M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $24.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $18.9M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $15M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $12.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $8.89M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $5.95M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $5.69M | Buy | 
         |