Surience Private Wealth’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 | $364K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $776K | Hold |
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|
2024
Q2 | $806K | Hold |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $1.04M | Sell |
|
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $785K | Buy |
|