Bernard 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	$10.2M	Sell	20,524 -799	-4%	-$397K	4.73%	4
2025 Q1	$8M	Sell	21,323 -253	-1%	-$95K	3.91%	7
2024 Q4	$9.09M	Buy	+21,576	New	+$9.09M	4.28%	5