Baer Investment Advisory’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
3,935
-90
-2% -$41.6K 2.07% 19
2025
Q1
$3.55M Sell
4,025
-66
-2% -$58.3K 4.6% 7
2024
Q4
$4.47M Buy
+4,091
New +$4.47M 4.82% 7