Wharton Business 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 | $8.82M | Buy |
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|
2025
Q1 | $6.57M | Sell |
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|
2024
Q4 | $7.42M | Sell |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $8.04M | Sell |
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|
2024
Q1 | $7.8M | Sell |
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|
2023
Q4 | $7.24M | Sell |
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|
2023
Q3 | $6.15M | Sell |
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|
2023
Q2 | $6.64M | Sell |
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|
2023
Q1 | $6.79M | Buy |
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|
2022
Q4 | $5.64M | Buy |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.8M | Buy |
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|
2022
Q1 | $5.06M | Sell |
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|
2021
Q4 | $5.64M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.07M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.41M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $5.1M | Sell |
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|
2020
Q1 | $4.63M | Sell |
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|
2019
Q4 | $4.75M | Sell |
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|
2019
Q3 | $5.37M | Sell |
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|
2019
Q2 | $5.22M | Buy |
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|
2019
Q1 | $4.59M | Sell |
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|
2018
Q4 | $4.02M | Hold |
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|
2018
Q3 | $4.53M | Sell |
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|
2018
Q2 | $4.25M | Sell |
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|
2018
Q1 | $4.13M | Buy |
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|
2017
Q4 | $3.41M | Sell |
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|
2017
Q3 | $3.18M | Sell |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $3M | Sell |
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|
2016
Q4 | $2.83M | Buy |
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|
2016
Q3 | $2.61M | Sell |
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|
2016
Q2 | $2.44M | Sell |
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|
2016
Q1 | $2.72M | Buy |
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|
2015
Q4 | $2.64M | Buy |
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|
2015
Q3 | $2.05M | Sell |
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|
2015
Q2 | $2.09K | Sell |
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|
2015
Q1 | $1.98M | Buy |
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|
2014
Q4 | $2.26M | Hold |
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|
2014
Q3 | $2.25M | Sell |
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|
2014
Q2 | $2.13M | Sell |
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|
2014
Q1 | $4.5M | Buy |
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|
2013
Q4 | $1.89M | Buy |
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|
2013
Q3 | $401K | Buy |
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|
2013
Q2 | $368K | Buy |
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