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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $562K | Buy |
|
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $375K | Hold |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $307K | Buy |
|