Waverly 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 | $162M | Buy |
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|
2025
Q1 | $120M | Buy |
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|
2024
Q4 | $88M | Buy |
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|
2024
Q3 | $67M | Buy |
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|
2024
Q2 | $65.8M | Buy |
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|
2024
Q1 | $38.8M | Buy |
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|
2023
Q4 | $23.2M | Buy |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $8.47M | Buy |
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|
2022
Q3 | $7.62M | Buy |
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|
2022
Q2 | $6M | Buy |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $5.1M | Buy |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $2.99M | Sell |
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|
2020
Q3 | $2.51M | Buy |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $2.1M | Sell |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $3.88M | Buy |
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|
2018
Q2 | $3.16M | Buy |
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|
2018
Q1 | $2.87M | Sell |
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|
2017
Q4 | $3.96M | Buy |
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|
2017
Q3 | $3M | Buy |
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|
2017
Q2 | $2.76M | Buy |
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|
2017
Q1 | $2.41M | Buy |
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|
2016
Q4 | $977K | Buy |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $403K | Sell |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $921K | Buy |
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|
2015
Q3 | $105K | Hold |
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|
2015
Q2 | $105K | Buy |
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|
2015
Q1 | $55K | Sell |
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|
2014
Q4 | $156K | Sell |
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|
2014
Q3 | $594K | Buy |
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|
2014
Q2 | $502K | Sell |
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|
2014
Q1 | $559K | Sell |
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|
2013
Q4 | $1.07M | Buy |
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|
2013
Q3 | $593K | Sell |
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|
2013
Q2 | $639K | Buy |
|