Sage Financial Management Group’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
$1.03M Hold
2025
Q1
$777K Hold
2024
Q4
$873K Hold
2024
Q3
$891K Buy
2024
Q2
Sell
2024
Q1
$923K Hold
2023
Q4
$825K Buy
2023
Q3
$504K Buy
2023
Q2
Sell
2023
Q1
$410K Hold
2022
Q4
$341K Sell
2022
Q3
$349K Hold
2022
Q2
$385K Buy
2022
Q1
$415K Buy
2021
Q4
$345K Buy
2021
Q3
Sell
2021
Q2
$297K Hold
2021
Q1
$259K Sell
2020
Q4
$257K Buy