San Luis 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
Q3
$11.9M Hold
2025
Q2
$11.9M Sell
2025
Q1
$9.28M Sell
2024
Q4
$12.4M Buy
2024
Q3
$9.75M Buy
2024
Q2
$9.17M Buy
2023
Q3
Sell
2023
Q2
$7.64M Sell
2023
Q1
$7.03M Buy
2022
Q2
Sell
2022
Q1
$6.91M Buy
2021
Q4
Sell
2021
Q3
$6.48M Buy
2020
Q4
$4.59M Buy