SageView Advisory 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
$35.9M Buy
2025
Q1
$25.6M Buy
2024
Q4
$28.4M Buy
2024
Q3
$22.1M Sell
2024
Q2
$27.9M Buy
2024
Q1
Sell
2023
Q4
$28M Buy
2023
Q3
$14.5M Buy
2023
Q2
$15.5M Buy
2023
Q1
$12.2M Buy
2022
Q4
$6.21M Buy