Websterrogers Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Hold |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $856K | Sell |
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|
2024
Q4 | $964K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $799K | Sell |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $826K | Sell |
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|
2022
Q4 | $695K | Hold |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $820K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $243K | Buy |
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