Castle Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.41M	Buy	11,905 +1,272	+12%	+$532K	1.43%	25
2025 Q4	$5.14M	Sell	10,633 -164	-2%	-$82.2K	1.7%	18
2025 Q3	$5.59M	Sell	10,797 -236	-2%	-$120K	1.89%	15
2025 Q2	$5.49M	Sell	11,033 -260	-2%	-$113K	1.99%	10
2025 Q1	$4.24M	Buy	11,293 +452	+4%	+$184K	1.66%	19
2024 Q4	$4.57M	Buy	10,841 +611	+6%	+$260K	1.8%	14
2024 Q3	$4.4M	Buy	10,230 +2,503	+32%	+$1.07M	1.76%	20
2024 Q2	$3.45M	Buy	7,727 +10	+0.1%	+$4.22K	1.65%	23
2024 Q1	$3.25M	Sell	7,717 -371	-5%	-$150K	1.7%	21
2023 Q4	$3.04M	Buy	8,088 +102	+1%	+$36.3K	1.82%	19
2023 Q3	$2.52M	Buy	7,986 +162	+2%	+$53.5K	1.8%	22
2023 Q2	$2.66M	Sell	7,824 -283	-3%	-$88.7K	1.86%	20
2023 Q1	$2.34M	Sell	8,107 -488	-6%	-$124K	1.81%	18
2022 Q4	$2.06M	Sell	8,595 -496	-5%	-$119K	1.3%	22
2022 Q3	$2.12M	Buy	9,091 +337	+4%	+$89K	1.28%	22
2022 Q2	$2.25M	Buy	+8,754	New	+$2.38M	1.31%	21