Wealth Advisors of Iowa’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.71M | Buy |
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|
2025
Q3 | $2.55M | Buy |
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|
2025
Q2 | $2.34M | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $862K | Hold |
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|
2021
Q2 | $829K | Hold |
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|
2021
Q1 | $721K | Hold |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $674K | Hold |
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|
2020
Q1 | $522K | Buy |
|