Chokshi & Queen 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
$2.39M Sell
4,801
-60
-1% -$29.8K 1.37% 14
2025
Q1
$1.82M Sell
4,861
-1,055
-18% -$396K 1.11% 14
2024
Q4
$2.49M Buy
+5,916
New +$2.49M 1.55% 13