PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.48M | Sell |
|
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $12.7M | Buy |
|
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $882K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $497K | Sell |
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|
2018
Q4 | $483K | Buy |
|