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
2025
Q1
$200K Sell
2024
Q4
$700K Sell
2024
Q3
$884K Sell
2024
Q2
$1.08M Buy
2024
Q1
$947K Sell
2023
Q4
$1.02M Buy
2023
Q3
$769K Hold
2023
Q2
$830K Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.42M Buy
2022
Q1
Sell
2021
Q4
$650K Buy