Rise 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  | $4.74M | Buy | 
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| 
        
          
      
        2025
         Q2  | $4.34M | Buy | 
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| 
        
          
      
        2025
         Q1  | $3.23M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.19M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.24M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $2.35M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.21M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $607K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $332K | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $1.02M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $901K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $879K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $917K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $940K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $1.13M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $1.23M | Buy | 
         |