VERITY 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
Q3
$4.26M Hold
2025
Q2
$4.09M Sell
2025
Q1
$3.43M Sell
2024
Q4
$3.94M Hold
2024
Q3
$4.02M Buy
2024
Q2
$4.09M Hold
2024
Q1
$3.85M Buy
2023
Q4
$3.32M Hold
2023
Q3
$2.79M Sell
2023
Q2
$3.01M Sell
2023
Q1
$2.56M Sell
2022
Q4
$2.16M Sell
2022
Q3
$2.26M Hold
2022
Q2
$2.5M Buy
2022
Q1
$2.92M Hold
2021
Q4
$3.19M Hold
2021
Q3
$2.67M Hold
2021
Q2
$2.57M Hold
2021
Q1
$2.23M Hold
2020
Q4
$2.11M Buy
2020
Q3
$1.93M Sell
2020
Q2
$1.91M Sell
2020
Q1
$1.87M Hold
2019
Q4
$1.87M Sell
2019
Q3
$1.79M Hold
2019
Q2
$1.72M Hold
2019
Q1
$1.52M Hold
2018
Q4
$1.31M Buy