Resonant Capital 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
Q2
$22.8M Buy
2025
Q1
$14.3M Buy
2024
Q4
$15.8M Buy
2024
Q3
$16M Buy
2024
Q2
$15.9M Buy
2024
Q1
$14.2M Buy
2023
Q4
$10.9M Sell
2023
Q3
$9.33M Buy
2023
Q2
$9.67M Buy
2023
Q1
$7.76M Buy
2022
Q4
$6.4M Buy
2022
Q3
$5.26M Buy
2022
Q2
$5.58M Buy
2022
Q1
$6.49M Buy
2021
Q4
$6.87M Buy
2021
Q3
$5.37M Buy
2021
Q2
$4.68M Buy
2021
Q1
$3.94M Sell
2020
Q4
$3.82M Sell
2020
Q3
$3.86M Sell
2020
Q2
$4.26M Sell
2020
Q1
$4.1M Sell
2019
Q4
$4.15M Buy