Wealthquest’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 | $5.71M | Buy |
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|
2025
Q1 | $4.25M | Sell |
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|
2024
Q4 | $4.93M | Sell |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $5.33M | Sell |
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|
2024
Q1 | $5.1M | Sell |
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|
2023
Q4 | $5.38M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $4.56M | Hold |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $2.55M | Buy |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.82M | Sell |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.6M | Sell |
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|
2018
Q4 | $1.43M | Buy |
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|
2015
Q3 | $329K | Buy |
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|
2015
Q2 | $324K | Hold |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $335K | Buy |
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