Summit Financial’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
$92.2M Buy
2025
Q1
$62.2M Buy
2024
Q4
$55M Buy
2024
Q3
$51.2M Buy
2024
Q2
$46.3M Buy
2024
Q1
$26.8M Sell
2023
Q4
$24M Buy
2023
Q3
$19.5M Buy
2023
Q2
$18.5M Buy
2023
Q1
$12.6M Buy
2022
Q4
$10.1M Sell
2022
Q3
$11.8M Buy
2022
Q2
$12.6M Sell
2022
Q1
$15.4M Buy
2021
Q4
$14.5M Buy
2021
Q3
$9.6M Buy
2021
Q2
$4.12M Buy
2021
Q1
$446K Hold
2020
Q4
$421K Buy