Outlook 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	$3.86M	Sell	10,427 -122	-1%	-$51K	0.93%	22
2025 Q4	$5.1M	Buy	10,549 +1,601	+18%	+$802K	1.15%	20
2025 Q3	$4.63M	Sell	8,948 -350	-4%	-$179K	1.15%	18
2025 Q2	$4.62M	Sell	9,298 -13	-0.1%	-$5.65K	1.19%	17
2025 Q1	$3.5M	Buy	9,311 +907	+11%	+$370K	0.97%	21
2024 Q4	$3.54M	Buy	8,404 +404	+5%	+$172K	1.02%	20
2024 Q3	$3.44M	Buy	8,000 +53	+0.7%	+$22.7K	0.99%	22
2024 Q2	$3.55M	Buy	7,947 +264	+3%	+$111K	1.11%	19
2024 Q1	$3.23M	Sell	7,683 -81	-1%	-$32.8K	1%	23
2023 Q4	$2.92M	Sell	7,764 -784	-9%	-$279K	1.02%	24
2023 Q3	$2.7M	Buy	8,548 +511	+6%	+$169K	1.03%	25
2023 Q2	$2.74M	Buy	8,037 +456	+6%	+$143K	1.03%	24
2023 Q1	$2.19M	Sell	7,581 -129	-2%	-$32.9K	0.97%	25
2022 Q4	$1.85M	Buy	7,710 +126	+2%	+$30.2K	0.88%	25
2022 Q3	$1.77M	Buy	7,584 +2	+0%	+$528	0.79%	31
2022 Q2	$1.95M	Buy	7,582 +29	+0.4%	+$7.87K	0.8%	29
2022 Q1	$2.33M	Sell	7,553 -27	-0.4%	-$8.12K	0.78%	22
2021 Q4	$2.55M	Sell	7,580 -12	-0.2%	-$3.89K	0.75%	26
2021 Q3	$2.14M	Buy	7,592 +150	+2%	+$43.6K	0.7%	35
2021 Q2	$2.02M	Buy	7,442 +417	+6%	+$106K	0.64%	40
2021 Q1	$1.66M	Buy	7,025 +841	+14%	+$195K	0.58%	42
2020 Q4	$1.38M	Sell	6,184 -576	-9%	-$124K	0.5%	55
2020 Q3	$1.42M	Buy	6,760 +228	+3%	+$47.9K	0.57%	48
2020 Q2	$1.33M	Buy	6,532 +103	+2%	+$18.7K	0.56%	48
2020 Q1	$1.01M	Buy	6,429 +711	+12%	+$117K	0.57%	47
2019 Q4	$886K	Sell	5,718 -1,370	-19%	-$201K	0.5%	43
2019 Q3	$986K	Buy	7,088 +116	+2%	+$16K	0.59%	42
2019 Q2	$935K	Buy	6,972 +735	+12%	+$93.3K	0.62%	39
2019 Q1	$736K	Buy	6,237 +5,216	+511%	+$569K	0.61%	44
2018 Q4	$1.04M	Buy	+1,021	New	+$109K	0.47%	53