Avant Financial 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
$1.84M Buy
3,699
+2
+0.1% +$995 1.52% 22
2025
Q1
$1.39M Sell
3,697
-169
-4% -$63.4K 1.26% 25
2024
Q4
$1.63M Buy
+3,866
New +$1.63M 1.5% 22