Pinnacle Wealth Planning Services’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 | $19.2M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.9M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $19.2M | Sell |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $16.2M | Sell |
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|
2023
Q3 | $13.7M | Buy |
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|
2023
Q2 | $14.8M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $9.8M | Sell |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.54M | Hold |
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|
2021
Q1 | $8.3M | Buy |
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|
2020
Q4 | $7.12M | Buy |
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|
2020
Q3 | $6.61M | Sell |
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|
2020
Q2 | $6.45M | Sell |
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|
2020
Q1 | $5.34M | Buy |
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|
2019
Q4 | $4.55M | Buy |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $2.69M | Buy |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.31M | Sell |
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|
2018
Q2 | $2.08M | Sell |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $517K | Buy |
|