West 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 | $1.85M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $655K | Hold |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $859K | Hold |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $548K | Buy |
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