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AGH Wealth Advisors’s Microsoft MSFT Stock Holding History

AGH Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.72M Buy
11,495
+84
+0.7% +$41.8K 4.71% 4
2025
Q1 		$4.28M Sell
11,411
-406
-3% -$152K 4.13% 6
2024
Q4 		$4.98M Buy
+11,817
New +$4.98M 4.62% 4