Sheets Smith 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
Q2 | $8.49M | Buy |
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|
2025
Q1 | $5.84M | Sell |
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|
2024
Q4 | $8.3M | Sell |
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|
2024
Q3 | $8.49M | Sell |
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|
2024
Q2 | $9.38M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.17M | Buy |
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|
2023
Q3 | $8.04M | Sell |
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|
2023
Q2 | $8.96M | Buy |
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|
2023
Q1 | $6.48M | Sell |
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|
2022
Q4 | $5.43M | Sell |
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|
2022
Q3 | $5.41M | Buy |
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|
2022
Q2 | $5.47M | Sell |
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|
2022
Q1 | $8.38M | Sell |
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|
2021
Q4 | $9.27M | Buy |
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|
2021
Q3 | $7.65M | Sell |
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|
2021
Q2 | $7.7M | Sell |
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|
2021
Q1 | $6.76M | Buy |
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|
2020
Q4 | $6.35M | Sell |
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|
2020
Q3 | $6.5M | Buy |
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|
2020
Q2 | $4.74M | Sell |
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|
2020
Q1 | $7.41M | Sell |
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|
2019
Q4 | $8.56M | Sell |
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|
2019
Q3 | $8.56M | Buy |
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|
2019
Q2 | $8.21M | Sell |
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|
2019
Q1 | $7.34M | Sell |
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|
2018
Q4 | $6.41M | Sell |
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|
2018
Q3 | $7.75M | Buy |
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|
2018
Q2 | $5.06M | Sell |
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|
2018
Q1 | $4.76M | Sell |
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|
2017
Q4 | $4.5M | Buy |
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|
2017
Q3 | $3.89M | Sell |
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|
2017
Q2 | $3.64M | Sell |
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|
2017
Q1 | $3.52M | Sell |
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|
2016
Q4 | $3.34M | Buy |
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|
2016
Q3 | $2.03M | Sell |
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|
2016
Q2 | $1.82M | Sell |
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|
2016
Q1 | $2M | Sell |
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|
2015
Q4 | $2.08M | Buy |
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|
2015
Q3 | $1.6M | Sell |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.53M | Sell |
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|
2014
Q4 | $1.79M | Sell |
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|
2014
Q3 | $1.84M | Sell |
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|
2014
Q2 | $1.67M | Buy |
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|
2014
Q1 | $1.63M | Buy |
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|
2013
Q4 | $1.49M | Sell |
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|
2013
Q3 | $1.37M | Buy |
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|
2013
Q2 | $1.37M | Buy |
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