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Alteri Wealth’s Microsoft MSFT Stock Holding History

Alteri Wealth’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 		$9.66M Sell
19,412
-285
-1% -$142K 3.75% 4
2025
Q1 		$7.39M Buy
19,697
+610
+3% +$229K 3.25% 4
2024
Q4 		$8.05M Buy
+19,087
New +$8.05M 2.23% 6