PBMares 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 | $6.31M | Sell |
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2025
Q1 | $4.8M | Sell |
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2024
Q4 | $5.64M | Buy |
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2024
Q3 | $5.59M | Sell |
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2024
Q2 | $6.05M | Buy |
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2024
Q1 | $5.57M | Buy |
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2023
Q4 | $4.37M | Buy |
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2023
Q3 | $3.63M | Buy |
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2023
Q2 | $3.7M | Buy |
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2023
Q1 | $3.11M | Buy |
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2022
Q4 | $2.55M | Sell |
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2022
Q3 | $2.63M | Buy |
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2022
Q2 | $2.83M | Buy |
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2022
Q1 | $3.27M | Buy |
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2021
Q4 | $3.29M | Buy |
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2021
Q3 | $2.25M | Buy |
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2021
Q2 | $2.15M | Buy |
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2021
Q1 | $1.86M | Buy |
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2020
Q4 | $1.71M | Buy |
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2020
Q3 | $1.41M | Sell |
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2020
Q2 | $1.38M | Buy |
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2020
Q1 | $1.07M | Buy |
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2019
Q4 | $988K | Buy |
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