Triad Financial 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
Q3
$2.06M Buy
2023
Q2
$1.97M Sell
2023
Q1
$1.68M Sell
2022
Q4
$1.49M Sell
2022
Q3
$1.67M Buy
2022
Q2
$1.83M Sell
2022
Q1
$2.27M Buy
2021
Q4
$2.47M Buy