Atria Wealth Solutions’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$69.6M	Sell	139,747 -182,741	-57%	-$79.4M	1.57%	5
2025 Q1	$121M	Sell	322,488 -87,368	-21%	-$35.6M	1.46%	5
2024 Q4	$173M	Sell	409,856 -39,046	-9%	-$16.6M	1.9%	4
2024 Q3	$193M	Sell	448,902 -38,467	-8%	-$16.4M	2.1%	4
2024 Q2	$218M	Sell	487,369 -10,879	-2%	-$4.59M	2.41%	4
2024 Q1	$210M	Buy	498,248 +59,284	+14%	+$24M	2.37%	4
2023 Q4	$165M	Buy	438,964 +20,517	+5%	+$7.3M	2.08%	3
2023 Q3	$132M	Sell	418,447 -2,011	-0.5%	-$665K	1.85%	3
2023 Q2	$143M	Buy	420,458 +11,295	+3%	+$3.54M	1.96%	3
2023 Q1	$118M	Sell	409,163 -27,680	-6%	-$7.06M	1.75%	4
2022 Q4	$105M	Sell	436,843 -1,342	-0.3%	-$322K	1.68%	4
2022 Q3	$102M	Buy	438,185 +221,859	+103%	+$58.6M	1.77%	4
2022 Q2	$55.6M	Sell	216,326 -140,671	-39%	-$38.2M	1.12%	9
2022 Q1	$110M	Buy	+356,997	New	+$107M	1.83%	3