Sendero Wealth Management’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 | $29.2M | Buy |
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|
2025
Q2 | $24M | Buy |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $18.4M | Buy |
|
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|
2024
Q3 | $17.9M | Buy |
|
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|
2024
Q2 | $18.4M | Sell |
|
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|
2024
Q1 | $17.8M | Sell |
|
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|
2023
Q4 | $17M | Buy |
|
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.5M | Buy |
|
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|
2023
Q1 | $11.2M | Buy |
|
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|
2022
Q4 | $8.76M | Buy |
|
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|
2022
Q3 | $7.65M | Buy |
|
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|
2022
Q2 | $7.54M | Buy |
|
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|
2022
Q1 | $8.25M | Sell |
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|
2021
Q4 | $9.43M | Buy |
|