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Burling Wealth Partners’s Microsoft MSFT Stock Holding History

Burling Wealth Partners’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$33M Buy
66,345
+3,245
+5% +$1.61M 6.09% 1
2025
Q1 		$23.7M Buy
63,100
+1,178
+2% +$442K 4.99% 2
2024
Q4 		$26.1M Buy
+61,922
New +$26.1M 5.33% 2