Private Wealth Strategies’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $610K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $587K | Sell |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $430K | Buy |
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