Safir 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
Q2 | $500K | Hold |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $69K | Buy |
|