AdviceOne Advisory Services’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$930K	Buy	1,869 +200	+12%	+$99.5K	0.69%	8
2025 Q1	$626K	Buy	1,669 +124	+8%	+$46.5K	0.51%	9
2024 Q4	$651K	Buy	+1,545	New	+$651K	0.58%	9