Pacific Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.24M | Sell |
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|
2025
Q2 | $2.25M | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.77M | Hold |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $884K | Sell |
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|
2019
Q4 | $904K | Buy |
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