Avalon Advisory Group’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
$676K Sell
2025
Q1
$518K Hold
2024
Q4
$582K Hold
2024
Q3
$594K Hold
2024
Q2
$617K Hold
2024
Q1
$581K Buy
2022
Q4
Sell
2022
Q3
$348K Buy
2022
Q2
$365K Buy