Centerline Wealth Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
1,867
-4
-0.2% -$1.99K 0.46% 24
2025
Q1
$702K Sell
1,871
-87
-4% -$32.7K 0.42% 23
2024
Q4
$818K Buy
+1,958
New +$818K 0.48% 21