Able Wealth Management’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
$1.48M Buy
2025
Q2
$1.31M Buy
2025
Q1
$882K Buy
2024
Q4
$954K Buy
2024
Q3
$907K Sell
2024
Q2
$951K Sell
2024
Q1
$996K Buy
2023
Q4
$862K Buy