BankPlus Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.66M Buy
7,358
+225
+3% +$112K 2.43% 5
2025
Q1
$2.68M Sell
7,133
-71
-1% -$26.7K 1.97% 9
2024
Q4
$3.04M Buy
+7,204
New +$3.04M 2.26% 8