Smith & Howard 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 | $1.67M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $932K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $845K | Sell |
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|
2019
Q4 | $887K | Buy |
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|
2019
Q3 | $613K | Buy |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $455K | Sell |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $440K | Buy |
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|
2018
Q2 | $379K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $269K | Hold |
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|
2017
Q1 | $257K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $399K | Buy |
|
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|
2015
Q4 | $332K | Buy |
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|
2015
Q3 | $238K | Hold |
|
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|
2015
Q2 | $237K | Sell |
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|
2015
Q1 | $275K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $35K | Hold |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $32K | Buy |
|