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Centerpoint Advisory Group’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.89M Buy
5,817
+239
+4% +$119K 2.51% 11
2025
Q1
$2.09M Sell
5,578
-92
-2% -$34.5K 2.06% 16
2024
Q4
$2.39M Buy
+5,670
New +$2.39M 2.31% 12