Accredited Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Sell
5,271
-260
-5% -$129K 2.12% 14
2025
Q1
$2.08M Buy
5,531
+281
+5% +$105K 1.75% 14
2024
Q4
$2.21M Buy
+5,250
New +$2.21M 1.94% 14