Steward Partners Investment Advisory’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 | $392M | Sell |
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|
2025
Q1 | $296M | Buy |
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|
2024
Q4 | $331M | Buy |
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|
2024
Q3 | $331M | Buy |
|
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|
2024
Q2 | $314M | Buy |
|
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|
2024
Q1 | $286M | Buy |
|
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|
2023
Q4 | $228M | Buy |
|
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|
2023
Q3 | $184M | Buy |
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|
2023
Q2 | $187M | Sell |
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|
2023
Q1 | $159M | Buy |
|
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|
2022
Q4 | $132M | Sell |
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|
2022
Q3 | $131M | Buy |
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|
2022
Q2 | $144M | Buy |
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|
2022
Q1 | $171M | Sell |
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|
2021
Q4 | $189M | Buy |
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|
2021
Q3 | $150M | Buy |
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|
2021
Q2 | $139M | Sell |
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|
2021
Q1 | $129M | Buy |
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|
2020
Q4 | $108M | Buy |
|
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|
2020
Q3 | $97.8M | Buy |
|
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|
2020
Q2 | $88.7M | Buy |
|
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|
2020
Q1 | $63.4M | Buy |
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|
2019
Q4 | $63.4M | Buy |
|
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|
2019
Q3 | $55.6M | Buy |
|
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|
2019
Q2 | $50.1M | Buy |
|
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|
2019
Q1 | $43.5M | Buy |
|
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|
2018
Q4 | $36.9M | Buy |
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|
2018
Q3 | $37.2M | Buy |
|
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|
2018
Q2 | $28.7M | Buy |
|
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|
2018
Q1 | $23.3M | Sell |
|
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|
2017
Q4 | $22.4M | Buy |
|
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|
2017
Q3 | $13.3M | Buy |
|
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|
2017
Q2 | $12.1M | Buy |
|
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|
2017
Q1 | $7.28M | Buy |
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|
2016
Q4 | $4.25M | Buy |
|