Avantra Family Wealth’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.2M	Sell	10,454 -17	-0.2%	-$8.46K	4.29%	3
2025 Q1	$3.93M	Buy	10,471 +140	+1%	+$52.6K	3.77%	2
2024 Q4	$4.35M	Buy	+10,331	New	+$4.35M	4.07%	2