Summit Wealth Partners’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 | $3.5M | Buy |
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|
2025
Q2 | $3.37M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.16M | Hold |
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|
2023
Q1 | $1.83M | Hold |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $797K | Buy |
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|
2019
Q4 | $739K | Buy |
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