United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328M | Buy |
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|
2025
Q1 | $244M | Buy |
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|
2024
Q4 | $262M | Buy |
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|
2024
Q3 | $256M | Sell |
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|
2024
Q2 | $272M | Sell |
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|
2024
Q1 | $282M | Sell |
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|
2023
Q4 | $266M | Sell |
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|
2023
Q3 | $245M | Sell |
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|
2023
Q2 | $288M | Sell |
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|
2023
Q1 | $273M | Sell |
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|
2022
Q4 | $250M | Sell |
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|
2022
Q3 | $274M | Sell |
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|
2022
Q2 | $310M | Buy |
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|
2022
Q1 | $355M | Sell |
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|
2021
Q4 | $389M | Sell |
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|
2021
Q3 | $335M | Sell |
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|
2021
Q2 | $325M | Buy |
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|
2021
Q1 | $281M | Sell |
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|
2020
Q4 | $265M | Sell |
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|
2020
Q3 | $251M | Sell |
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|
2020
Q2 | $245M | Buy |
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|
2020
Q1 | $177M | Sell |
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|
2019
Q4 | $206M | Buy |
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|
2019
Q3 | $158M | Sell |
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|
2019
Q2 | $169M | Buy |
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|
2019
Q1 | $135M | Buy |
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|
2018
Q4 | $115M | Buy |
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|
2018
Q3 | $128M | Buy |
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|
2018
Q2 | $110M | Buy |
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|
2018
Q1 | $100M | Buy |
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|
2017
Q4 | $91.4M | Sell |
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|
2017
Q3 | $81.4M | Buy |
|
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|
2017
Q2 | $73.9M | Buy |
|
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|
2017
Q1 | $69.2M | Buy |
|
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|
2016
Q4 | $63.6M | Buy |
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|
2016
Q3 | $57.1M | Buy |
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|
2016
Q2 | $48.3M | Buy |
|
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|
2016
Q1 | $50.9M | Buy |
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|
2015
Q4 | $42.9M | Sell |
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|
2015
Q3 | $35M | Buy |
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|
2015
Q2 | $28.9M | Sell |
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|
2015
Q1 | $33.7M | Buy |
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|
2014
Q4 | $29.5M | Buy |
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|
2014
Q3 | $22.1M | Sell |
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|
2014
Q2 | $23.7M | Buy |
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|
2014
Q1 | $22.4M | Buy |
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|
2013
Q4 | $19.1M | Buy |
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|
2013
Q3 | $1.2M | Sell |
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|
2013
Q2 | $20.3M | Buy |
|