Cherry Tree 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	$2.96M	Buy	7,985 +8	+0.1%	+$3.35K	0.63%	43
2025 Q4	$3.86M	Buy	7,977 +357	+5%	+$179K	0.81%	36
2025 Q3	$3.95M	Sell	7,620 -69	-0.9%	-$35.2K	0.87%	36
2025 Q2	$3.82M	Sell	7,689 -168	-2%	-$73K	0.89%	35
2025 Q1	$2.95M	Buy	7,857 +7	+0.1%	+$2.85K	0.71%	37
2024 Q4	$3.31M	Sell	7,850 -52	-0.7%	-$22.1K	0.82%	37
2024 Q3	$3.4M	Sell	7,902 -500	-6%	-$214K	0.81%	35
2024 Q2	$3.76M	Sell	8,402 -123	-1%	-$51.9K	0.94%	32
2024 Q1	$3.59M	Buy	8,525 +164	+2%	+$66.4K	0.9%	29
2023 Q4	$3.14M	Sell	8,361 -36	-0.4%	-$12.8K	0.84%	32
2023 Q3	$2.65M	Buy	8,397 +172	+2%	+$56.8K	0.78%	30
2023 Q2	$2.8M	Buy	+8,225	New	+$2.58M	0.82%	29