Brown Financial Advisory’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.6M	Buy	3,213 +1,054	+49%	+$524K	0.88%	13
2025 Q1	$810K	Buy	2,159 +1,511	+233%	+$567K	0.51%	17
2024 Q4	$273K	Buy	+648	New	+$273K	0.19%	29
2024 Q3	–	Sell	-456	Closed	-$204K	–	37
2024 Q2	$204K	Buy	+456	New	+$204K	0.16%	32