BG Investment Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Buy
1,196
+169
+16% +$84.1K 0.74% 27
2025
Q1
$386K Buy
1,027
+239
+30% +$89.7K 0.42% 28
2024
Q4
$332K Buy
+788
New +$332K 0.33% 26