Synergy Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.8M Sell
2025
Q1
$66.9M Sell
2024
Q4
$112M Buy
2024
Q3
$52.7M Buy
2024
Q2
$50.3M Buy
2024
Q1
$39M Buy
2023
Q4
$30.9M Sell
2023
Q3
$26.1M Buy
2023
Q2
$26.5M Buy
2023
Q1
$22.3M Buy
2022
Q4
$14.9M Buy
2022
Q3
$11.9M Sell
2022
Q2
$16M Sell
2022
Q1
$23.4M Sell
2021
Q4
$27.7M Sell
2021
Q3
$24.8M Sell
2021
Q2
$25.4M Buy
2021
Q1
$17.8M Sell
2020
Q4
$19.4M Buy