WFA of San Diego’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 | $2.07M | Buy |
|
|||||
|
2024
Q3 | $1.6M | Buy |
|
|||||
|
2024
Q2 | $1.64M | Buy |
|
|||||
|
2023
Q3 | $1.19M | Sell |
|
|||||
|
2023
Q2 | $1.32M | Sell |
|
|||||
|
2023
Q1 | $1.6M | Sell |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $1.45M | Buy |
|
|||||
|
2022
Q2 | $1.3M | Sell |
|
|||||
|
2022
Q1 | $1.72M | Sell |
|
|||||
|
2021
Q4 | $2.52M | Buy |
|
|||||
|
2021
Q3 | $1.76M | Sell |
|
|||||
|
2021
Q2 | $1.7M | Sell |
|
|||||
|
2021
Q1 | $1.48M | Sell |
|
|||||
|
2020
Q4 | $222 | Sell |
|
|||||
|
2020
Q3 | $1.5M | Sell |
|
|||||
|
2020
Q2 | $10.4M | Buy |
|