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