Phoenix 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
Q2
$9.7M Sell
2025
Q1
$7.46M Sell
2024
Q4
$8.41M Sell
2024
Q3
$9.15M Sell
2024
Q2
$9.69M Buy
2024
Q1
$9.05M Buy
2023
Q4
$6.63M Buy
2023
Q3
$5.6M Buy
2023
Q2
$5.99M Sell
2023
Q1
$5.17M Sell
2022
Q4
$4.32M Buy
2022
Q3
$4.03M Buy
2022
Q2
$4.44M Buy
2022
Q1
$5.07M Buy
2021
Q4
$5.54M Buy
2021
Q3
$4.44M Sell
2021
Q2
$5.83M Buy
2021
Q1
$5.03M Sell
2020
Q4
$4.63M Buy