Brass Tax 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
$7.51M Buy
15,101
+942
+7% +$469K 1.45% 17
2025
Q1
$5.32M Buy
14,159
+278
+2% +$104K 1.12% 20
2024
Q4
$5.85M Sell
13,881
-83
-0.6% -$35K 1.23% 19
2024
Q3
$6.01M Buy
13,964
+4,394
+46% +$1.89M 1.29% 18
2024
Q2
$4.28M Buy
9,570
+876
+10% +$392K 1.85% 14
2024
Q1
$3.66M Buy
+8,694
New +$3.66M 1.91% 15