Spectrum Financial Alliance’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 | $370K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $286K | Hold |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $164K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $159K | Hold |
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|
2018
Q1 | $147K | Buy |
|