Sage Private Wealth 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 | $3.69M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $3.07M | Buy |
|
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|
2024
Q2 | $3.15M | Buy |
|
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.35M | Buy |
|
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|
2023
Q3 | $770K | Buy |
|
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|
2023
Q2 | $798K | Hold |
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|
2023
Q1 | $676K | Sell |
|
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|
2022
Q4 | $923K | Sell |
|
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $988K | Buy |
|
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|
2022
Q1 | $1.05M | Buy |
|
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $541K | Buy |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $414K | Buy |
|