Carter Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Buy
+6,677
New +$3.32M 2.17% 12
2022
Q1
$1.39M Buy
+4,498
New +$1.39M 1.86% 9