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Blake Schutter Theil Wealth Advisors’s Microsoft MSFT Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Sell
3,023
-1
-0% -$497 1.71% 11
2025
Q1 		$1.14M Sell
3,024
-242
-7% -$90.9K 1.29% 15
2024
Q4 		$1.38M Sell
3,266
-5,561
-63% -$2.34M 1.45% 11
2024
Q3 		$3.8M Buy
+8,827
New +$3.8M 2.73% 5