Trellis Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.7M | Sell |
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|
2023
Q1 | $6.52M | Buy |
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|
2022
Q4 | $4.6M | Sell |
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|
2022
Q3 | $4.62M | Buy |
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|
2022
Q2 | $4.79M | Buy |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $5.83M | Sell |
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|
2021
Q3 | $5.14M | Buy |
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|
2021
Q2 | $4.73M | Sell |
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|
2021
Q1 | $4.16M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.72M | Buy |
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|
2020
Q2 | $3.58M | Sell |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $1.67M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.36M | Buy |
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