Trevian Wealth 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 | $3.11M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.42M | Sell |
|
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|
2023
Q3 | $2.07M | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $2.21M | Buy |
|
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|
2022
Q4 | $1.83M | Buy |
|
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|
2022
Q3 | $1.78M | Buy |
|
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|
2022
Q2 | $1.77M | Buy |
|
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|
2022
Q1 | $2.12M | Sell |
|
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|
2021
Q4 | $2.37M | Buy |
|