Summit Financial Wealth Advisors’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 | $6.22M | Buy |
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|
2025
Q2 | $5.05M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $3.79M | Buy |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $3.93M | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.22M | Sell |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.44M | Sell |
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|
2020
Q3 | $2.52M | Sell |
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|
2020
Q2 | $2.7M | Buy |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.14M | Sell |
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|
2019
Q2 | $2.08M | Buy |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.54M | Hold |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.6M | Sell |
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|
2017
Q2 | $1.66M | Sell |
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|
2017
Q1 | $1.7M | Sell |
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|
2016
Q4 | $1.62M | Buy |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.49M | Sell |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.64M | Buy |
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|
2015
Q3 | $398K | Sell |
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|
2015
Q2 | $420K | Buy |
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|
2015
Q1 | $424K | Sell |
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|
2014
Q4 | $415K | Buy |
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