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