Wade Financial Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.46M | Hold |
|
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|
2024
Q3 | $1.49M | Hold |
|
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|
2024
Q2 | $1.54M | Hold |
|
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|
2024
Q1 | $1.45M | Hold |
|
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|
2023
Q4 | $1.3M | Sell |
|
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|
2023
Q3 | $1.14M | Buy |
|
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|
2023
Q2 | $1.18M | Hold |
|
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|
2023
Q1 | $1M | Hold |
|
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|
2022
Q4 | $833K | Hold |
|
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|
2022
Q3 | $809K | Buy |
|
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|
2022
Q2 | $706K | Buy |
|
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|
2022
Q1 | $842K | Buy |
|
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|
2021
Q4 | $312K | Hold |
|
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $223K | Buy |
|