RTD Financial 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 | $897K | Buy |
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|
2025
Q2 | $832K | Sell |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $734K | Buy |
|
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $611K | Buy |
|
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|
2024
Q1 | $558K | Hold |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $863K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.1M | Buy |
|