Wescott Financial Advisory Group’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 | $5.19M | Sell |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.35M | Buy |
|
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|
2024
Q2 | $3.45M | Buy |
|
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.72M | Buy |
|
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.39M | Sell |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $907K | Buy |
|
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|
2022
Q3 | $720K | Buy |
|
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $846K | Buy |
|
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $770K | Sell |
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|
2021
Q2 | $877K | Sell |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $293K | Buy |
|