Private Client 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
Q3
$3.76M Sell
2025
Q2
$3.9M Buy
2025
Q1
$1.86M Sell
2024
Q4
$2.74M Buy
2024
Q3
$2.76M Sell
2024
Q2
$3.73M Buy
2024
Q1
$3.43M Buy
2023
Q4
$1.66M Buy