Wakefield Asset 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 | $1.62M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $988K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.09M | Sell |
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|
2018
Q3 | $3.68M | Buy |
|