Western Financial Corp’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
$285K Sell
2025
Q2
$275K Hold
2025
Q1
$207K Sell
2024
Q4
$594K Buy
2024
Q3
$521K Sell
2024
Q2
$626K Hold
2024
Q1
$589K Buy
2023
Q4
$468K Sell
2023
Q3
$401K Buy
2023
Q2
$346K Sell
2023
Q1
$308K Sell
2022
Q4
$951K Sell
2022
Q3
$1.46M Buy
2022
Q2
$1.41M Sell
2022
Q1
$1.75M Buy
2021
Q4
$1.79M Buy
2021
Q3
$1.41M Sell
2021
Q2
$1.38M Buy
2021
Q1
$1.14M Buy
2020
Q4
$1.01M Buy