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Allium Financial Advisors’s Microsoft MSFT Stock Holding History

Allium Financial Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.6M Sell
9,252
-359
-4% -$179K 3.38% 8
2025
Q1 		$3.61M Buy
+9,611
New +$3.61M 3.29% 7