Oxford Financial Group’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
$21.5M Sell
2025
Q1
$16.8M Sell
2024
Q4
$19.9M Sell
2024
Q3
$25.8M Buy
2024
Q2
$26.4M Buy
2024
Q1
$7.37M Buy
2023
Q4
$6.41M Sell
2023
Q3
$5.41M Sell
2023
Q2
$6.38M Buy
2023
Q1
$3.83M Buy
2022
Q4
$2.84M Buy
2022
Q3
$2.08M Sell
2022
Q2
$2.69M Buy
2022
Q1
$3.01M Sell
2021
Q4
$4.91M Buy
2021
Q3
$3M Buy
2021
Q2
$2.8M Sell
2021
Q1
$2.83M Sell
2020
Q4
$2.75M Buy
2020
Q3
$2.54M Sell
2020
Q2
$2.52M Sell
2020
Q1
$2M Buy