Wealthspan 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 | $6.12M | Sell |
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2025
Q1 | $4.65M | Sell |
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2024
Q4 | $5.27M | Sell |
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2024
Q3 | $5.72M | Buy |
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2024
Q2 | $5.94M | Sell |
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2024
Q1 | $5.59M | Buy |
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2023
Q4 | $4.56M | Sell |
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2023
Q3 | $3.84M | Sell |
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2023
Q2 | $4.15M | Sell |
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2023
Q1 | $3.57M | Sell |
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2022
Q4 | $3.15M | Sell |
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2022
Q3 | $3.07M | Sell |
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2022
Q2 | $3.4M | Buy |
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2022
Q1 | $3.93M | Buy |
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2021
Q4 | $4.29M | Buy |
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