Shakespeare 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
2026 Q1	$802K	Sell	2,166 -88	-4%	-$36.8K	0.19%	49
2025 Q4	$1.09M	Buy	2,254 +81	+4%	+$40.6K	0.24%	41
2025 Q3	$1.13M	Sell	2,173 -9	-0.4%	-$4.59K	0.26%	40
2025 Q2	$1.09M	Buy	2,182 +285	+15%	+$124K	0.29%	38
2025 Q1	$712K	Buy	1,897 +2	+0.1%	+$815	0.19%	49
2024 Q4	$799K	Buy	1,895 +109	+6%	+$46.4K	0.22%	46
2024 Q3	$768K	Buy	1,786 +46	+3%	+$19.7K	0.2%	49
2024 Q2	$778K	Buy	1,740 +28	+2%	+$11.8K	0.22%	44
2024 Q1	$720K	Buy	1,712 +3	+0.2%	+$1.21K	0.21%	46
2023 Q4	$643K	Buy	1,709 +55	+3%	+$19.6K	0.2%	48
2023 Q3	$522K	Buy	1,654 +4	+0.2%	+$1.32K	0.18%	50
2023 Q2	$562K	Buy	1,650 +118	+8%	+$37K	0.19%	45
2023 Q1	$442K	Buy	1,532 +1	+0.1%	+$255	0.16%	54
2022 Q4	$367K	Buy	1,531 +75	+5%	+$18K	0.13%	57
2022 Q3	$339K	Buy	1,456 +103	+8%	+$27.2K	0.14%	57
2022 Q2	$352K	Buy	1,353 +226	+20%	+$61.3K	0.14%	52
2022 Q1	$355K	Buy	1,127 +147	+15%	+$44.2K	0.13%	55
2021 Q4	$330K	Sell	980 -109	-10%	-$35.3K	0.12%	58
2021 Q3	$315K	Buy	1,089 +185	+20%	+$53.8K	0.12%	61
2021 Q2	$262K	Sell	904 -450	-33%	-$114K	0.1%	62
2021 Q1	$319K	Buy	1,354 +1	+0.1%	+$232	0.13%	57
2020 Q4	$301K	Hold	1,353	–	–	0.13%	55
2020 Q3	$285K	Sell	1,353 -491	-27%	-$103K	0.15%	52
2020 Q2	$375K	Hold	1,844	–	–	0.22%	45
2020 Q1	$291K	Buy	1,844 +487	+36%	+$80.1K	0.2%	47
2019 Q4	$214K	Sell	1,357 -1,090	-45%	-$160K	0.12%	72
2019 Q3	$340K	Buy	2,447 +152	+7%	+$20.9K	0.2%	56
2019 Q2	$307K	Buy	+2,295	New	+$291K	0.2%	56