PFG 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
$2.25M Buy
2025
Q1
$1.68M Sell
2024
Q4
$1.9M Buy
2024
Q3
$1.94M Buy
2024
Q2
$2M Buy
2024
Q1
$1.83M Buy
2023
Q4
$1.62M Buy
2023
Q3
$70.6K Sell
2023
Q2
$250K Hold
2023
Q1
$212K Buy
2022
Q4
$173K Sell
2022
Q3
$170K Sell
2022
Q2
$426K Buy
2022
Q1
$504K Sell
2021
Q4
$629K Sell
2021
Q3
$532K Buy
2021
Q2
$479K Buy
2021
Q1
$341K Buy