Summit Wealth & Retirement Planning’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 | $5.68M | Hold |
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|
2025
Q2 | $5.46M | Buy |
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|
2025
Q1 | $3.49M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $3.12M | Buy |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.8M | Hold |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $1.97M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.22M | Sell |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.78M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $1.76M | Sell |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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