Trellis Wealth Advisors’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 | $1.15M | Hold |
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|
2025
Q1 | $869K | Hold |
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|
2024
Q4 | $976K | Hold |
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|
2024
Q3 | $996K | Hold |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $6.01M | Sell |
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|
2023
Q3 | $5.19M | Sell |
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|
2023
Q2 | $5.61M | Buy |
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|
2023
Q1 | $4.72M | Buy |
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|
2022
Q4 | $3.8M | Buy |
|