Summit Wealth Group’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 | $3.33M | Sell |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.92M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $328K | Hold |
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|
2019
Q4 | $328K | Buy |
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