Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $12M | Buy |
|
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|
2023
Q1 | $9.93M | Sell |
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|
2022
Q4 | $8.83M | Buy |
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|
2022
Q3 | $8.57M | Buy |
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|
2022
Q2 | $9.45M | Buy |
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|
2022
Q1 | $11.3M | Sell |
|
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|
2021
Q4 | $12.7M | Sell |
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|
2021
Q3 | $19.3M | Buy |
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|
2021
Q2 | $17.8M | Buy |
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|
2021
Q1 | $14.9M | Sell |
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|
2020
Q4 | $14.4M | Buy |
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