Waypoint Wealth Partners’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 | $717K | Buy |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $700K | Sell |
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|
2024
Q3 | $884K | Sell |
|
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|
2024
Q2 | $1.08M | Buy |
|
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $1.3M | Sell |
|
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $650K | Buy |
|