Summit Place Financial 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 | $8.99M | Buy |
|
|||||
|
2025
Q2 | $8.59M | Buy |
|
|||||
|
2025
Q1 | $6.36M | Buy |
|
|||||
|
2024
Q4 | $6.91M | Sell |
|
|||||
|
2024
Q3 | $7.09M | Sell |
|
|||||
|
2024
Q2 | $7.84M | Sell |
|
|||||
|
2024
Q1 | $7.48M | Buy |
|
|||||
|
2023
Q4 | $6.6M | Sell |
|
|||||
|
2023
Q3 | $5.75M | Sell |
|
|||||
|
2023
Q2 | $6.54M | Sell |
|
|||||
|
2023
Q1 | $5.68M | Buy |
|
|||||
|
2022
Q4 | $4.59M | Buy |
|
|||||
|
2022
Q3 | $3.75M | Buy |
|
|||||
|
2022
Q2 | $3.89M | Sell |
|
|||||
|
2022
Q1 | $4.92M | Sell |
|
|||||
|
2021
Q4 | $5.69M | Sell |
|
|||||
|
2021
Q3 | $4.93M | Sell |
|
|||||
|
2021
Q2 | $4.97M | Sell |
|
|||||
|
2021
Q1 | $4.38M | Hold |
|
|||||
|
2020
Q4 | $4.13M | Buy |
|
|||||
|
2020
Q3 | $3.5M | Sell |
|
|||||
|
2020
Q2 | $3.92M | Buy |
|
|||||
|
2020
Q1 | $3.02M | Buy |
|
|||||
|
2019
Q4 | $2.74M | Buy |
|