Roth Financial Partners’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 | $567K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $144K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $168K | Hold |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $118K | Buy |
|