Balanced Wealth Group’s Microsoft MSFT Stock Holding History

Balanced Wealth Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy
2025 Q1	$803K	Buy
2024 Q4	$887K	Buy
2024 Q3	$919K	Buy
2024 Q2	$974K	Sell
2024 Q1	$985K	Sell
2023 Q4	$921K	Buy