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CogentBlue Wealth Advisors’s Microsoft MSFT Stock Holding History

CogentBlue Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.95M Sell
5,923
-180
-3% -$89.5K 2.26% 13
2025
Q1 		$2.29M Sell
6,103
-6,239
-51% -$2.34M 2.01% 14
2024
Q4 		$5.2M Buy
+12,342
New +$5.2M 4.58% 8