WestHill 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
2026 Q1	$2.36M	Sell	6,376 -156	-2%	-$65.3K	0.45%	20
2025 Q4	$3.16M	Buy	6,532 +237	+4%	+$119K	0.6%	19
2025 Q3	$3.26M	Sell	6,295 -6	-0.1%	-$3.06K	0.64%	18
2025 Q2	$3.13M	Buy	6,301 +11	+0.2%	+$4.78K	0.66%	17
2025 Q1	$2.36M	Sell	6,290 -511	-8%	-$208K	0.54%	19
2024 Q4	$2.87M	Sell	6,801 -95	-1%	-$40.5K	0.64%	19
2024 Q3	$2.97M	Buy	6,896 +114	+2%	+$48.7K	0.67%	19
2024 Q2	$3.03M	Sell	6,782 -339	-5%	-$143K	0.74%	18
2024 Q1	$3M	Sell	7,121 -343	-5%	-$139K	0.74%	18
2023 Q4	$2.81M	Buy	7,464 +417	+6%	+$148K	0.74%	18
2023 Q3	$2.23M	Buy	7,047 +703	+11%	+$232K	0.65%	19
2023 Q2	$2.16M	Sell	6,344 -61	-1%	-$19.1K	0.61%	19
2023 Q1	$1.85M	Sell	6,405 -298	-4%	-$76K	0.55%	19
2022 Q4	$1.61M	Buy	6,703 +187	+3%	+$44.9K	0.51%	20
2022 Q3	$1.52M	Sell	6,516 -23	-0.4%	-$6.07K	0.52%	20
2022 Q2	$1.68M	Hold	6,539	–	–	0.55%	19
2022 Q1	$2.02M	Sell	6,539 -252	-4%	-$75.8K	0.58%	19
2021 Q4	$2.28M	Buy	6,791 +1,179	+21%	+$382K	0.65%	20
2021 Q3	$1.58M	Buy	+5,612	New	+$1.63M	0.49%	21
2021 Q1	$1.06M	Sell	4,477 -21	-0.5%	-$4.87K	0.38%	21
2020 Q4	$1M	Buy	+4,498	New	+$967K	0.39%	20