Seven Post Investment Office’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 | $660K | Hold |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $2.78M | Hold |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $868K | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $660K | Hold |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $451K | Hold |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $597K | Hold |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $202K | Buy |
|