AssuredPartners Investment Advisors’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.4M	Sell	22,946 -4,557	-17%	-$2.27M	2.79%	7
2025 Q1	$10.3M	Buy	27,503 +1,555	+6%	+$584K	1.99%	6
2024 Q4	$10.9M	Buy	+25,948	New	+$10.9M	2.13%	6