Regent Peak 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
Q3 | $13.9M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $12.6M | Sell |
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|
2024
Q2 | $13.1M | Sell |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $9.72M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $8.83M | Sell |
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|
2022
Q4 | $7.51M | Buy |
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|
2022
Q3 | $7.25M | Buy |
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|
2022
Q2 | $7.93M | Buy |
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|
2022
Q1 | $9.48M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $8.34M | Buy |
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|
2021
Q2 | $8.41M | Buy |
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|
2021
Q1 | $6.4M | Buy |
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|
2020
Q4 | $5.8M | Buy |
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|
2020
Q3 | $4.98M | Buy |
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|
2020
Q2 | $4.56M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $3.03M | Buy |
|