Bennett Associates Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Buy
2025
Q2
$870K Sell
2025
Q1
$770K Sell
2024
Q4
$985K Buy
2024
Q3
$682K Sell
2024
Q2
$729K Sell
2024
Q1
$946K Buy
2023
Q4
$502K Buy