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