Smith Salley 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 | $122M | Buy |
|
|||||
|
2025
Q2 | $112M | Buy |
|
|||||
|
2025
Q1 | $83M | Buy |
|
|||||
|
2024
Q4 | $92.3M | Buy |
|
|||||
|
2024
Q3 | $92.6M | Buy |
|
|||||
|
2024
Q2 | $93.5M | Buy |
|
|||||
|
2024
Q1 | $82.8M | Sell |
|
|||||
|
2023
Q4 | $102M | Buy |
|
|||||
|
2023
Q3 | $83.7M | Buy |
|
|||||
|
2023
Q2 | $87.5M | Buy |
|
|||||
|
2023
Q1 | $73.7M | Buy |
|
|||||
|
2022
Q4 | $60.8M | Buy |
|
|||||
|
2022
Q3 | $58.9M | Buy |
|
|||||
|
2022
Q2 | $64.7M | Buy |
|
|||||
|
2022
Q1 | $74.4M | Buy |
|
|||||
|
2021
Q4 | $80.3M | Buy |
|
|||||
|
2021
Q3 | $66.8M | Buy |
|
|||||
|
2021
Q2 | $63.4M | Buy |
|
|||||
|
2021
Q1 | $53.4M | Buy |
|
|||||
|
2020
Q4 | $44.6M | Buy |
|
|||||
|
2020
Q3 | $38.5M | Sell |
|
|||||
|
2020
Q2 | $39.8M | Buy |
|
|||||
|
2020
Q1 | $29.6M | Sell |
|
|||||
|
2019
Q4 | $33.9M | Sell |
|
|||||
|
2019
Q3 | $30.2M | Buy |
|
|||||
|
2019
Q2 | $28.1M | Sell |
|
|||||
|
2019
Q1 | $26.5M | Sell |
|
|||||
|
2018
Q4 | $24.5M | Sell |
|
|||||
|
2018
Q3 | $29.3M | Sell |
|
|||||
|
2018
Q2 | $28.4M | Buy |
|
|||||
|
2018
Q1 | $25.9M | Buy |
|
|||||
|
2017
Q4 | $23.9M | Sell |
|
|||||
|
2017
Q3 | $20.9M | Sell |
|
|||||
|
2017
Q2 | $20.7M | Sell |
|
|||||
|
2017
Q1 | $19.8M | Sell |
|
|||||
|
2016
Q4 | $19.2M | Buy |
|
|||||
|
2016
Q3 | $17.4M | Buy |
|
|||||
|
2016
Q2 | $15M | Buy |
|
|||||
|
2016
Q1 | $15.2M | Buy |
|
|||||
|
2015
Q4 | $14.9M | Buy |
|
|||||
|
2015
Q3 | $11.7M | Buy |
|
|||||
|
2015
Q2 | $11.5M | Buy |
|
|||||
|
2015
Q1 | $10.1M | Buy |
|
|||||
|
2014
Q4 | $9.41M | Buy |
|
|||||
|
2014
Q3 | $8.6M | Buy |
|
|||||
|
2014
Q2 | $6.83M | Buy |
|
|||||
|
2014
Q1 | $4.78M | Buy |
|
|||||
|
2013
Q4 | $4.16M | Buy |
|
|||||
|
2013
Q3 | $3.49M | Buy |
|
|||||
|
2013
Q2 | $3.48M | Buy |
|