Synergy Financial 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
Q2
$9.44M Buy
2025
Q1
$7.02M Sell
2024
Q4
$7.88M Sell
2024
Q3
$9.47M Buy
2024
Q2
$7.99M Sell
2024
Q1
$7.76M Sell
2023
Q4
$7.62M Sell
2023
Q3
$6.68M Buy
2023
Q2
$6.17M Sell
2023
Q1
$5.25M Sell
2022
Q4
$5.07M Buy
2022
Q3
$4.66M Buy
2022
Q2
$4.34M Sell
2022
Q1
$5.33M Sell
2021
Q4
$7.18M Buy