WealthSource Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18M | Sell |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $17.8M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $15.3M | Sell |
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|
2022
Q2 | $18.1M | Sell |
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|
2022
Q1 | $37.4M | Buy |
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|
2021
Q4 | $14.9M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $9.3M | Sell |
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|
2020
Q3 | $9.41M | Sell |
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|
2020
Q2 | $9.62M | Sell |
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|
2020
Q1 | $7.96M | Sell |
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|
2019
Q4 | $8.39M | Buy |
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|
2019
Q3 | $7.14M | Buy |
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|
2019
Q2 | $6.55M | Buy |
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|
2019
Q1 | $2.97M | Buy |
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|
2018
Q4 | $1.55M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $928K | Sell |
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|
2017
Q4 | $953K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $996K | Buy |
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|
2017
Q1 | $846K | Buy |
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|
2016
Q4 | $622K | Sell |
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|
2016
Q3 | $702K | Buy |
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|
2016
Q2 | $520K | Sell |
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|
2016
Q1 | $618K | Buy |
|