Paragon Private 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
Q2
$16.2M Buy
2025
Q1
$12M Buy
2024
Q4
$13.2M Buy
2024
Q3
$13M Buy
2024
Q2
$9.75M Buy
2024
Q1
$6.38M Buy
2023
Q4
$5.63M Buy
2023
Q3
$4.46M Buy
2023
Q2
$4.7M Buy
2023
Q1
$3.94M Sell
2022
Q4
$3.47M Buy
2022
Q3
$3.35M Buy
2022
Q2
$3.29M Sell
2022
Q1
$3.71M Buy
2021
Q4
$4.52M Buy