Sax 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 | $17.8M | Buy |
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|
2025
Q2 | $16.3M | Buy |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $7.98M | Buy |
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|
2023
Q4 | $7.03M | Buy |
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|
2023
Q3 | $5.75M | Buy |
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|
2023
Q2 | $5.2M | Sell |
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|
2023
Q1 | $4.7M | Sell |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.61M | Buy |
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|
2022
Q1 | $5.37M | Buy |
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|
2021
Q4 | $5.75M | Buy |
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|
2021
Q3 | $4.49M | Buy |
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|
2021
Q2 | $4.22M | Sell |
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|
2021
Q1 | $3.81M | Buy |
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|
2020
Q4 | $3.2M | Buy |
|