Wellspring 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
Q2 | $7.83M | Sell |
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|
2025
Q1 | $5.42M | Buy |
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|
2024
Q4 | $5.85M | Buy |
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|
2024
Q3 | $7.11M | Buy |
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|
2024
Q2 | $5.95M | Buy |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $4.42M | Buy |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $3.07M | Buy |
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|
2023
Q1 | $2.52M | Sell |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.63M | Buy |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.1M | Buy |
|