Congress 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
2025 Q2	$244M	Buy	490,591 +78,719	+19%	+$34.2M	2.36%	3
2025 Q1	$156M	Buy	411,872 +113,974	+38%	+$46.5M	1.86%	3
2024 Q4	$126M	Sell	297,898 -22,216	-7%	-$9.46M	1.73%	4
2024 Q3	$138M	Buy	320,114 +78,303	+32%	+$33.5M	1.84%	4
2024 Q2	$108M	Buy	241,811 +68,172	+39%	+$28.8M	1.72%	7
2024 Q1	$73.1M	Sell	173,639 -14,319	-8%	-$5.8M	1.26%	13
2023 Q4	$70.7M	Buy	187,958 +19,031	+11%	+$6.77M	1.3%	14
2023 Q3	$53.3M	Buy	168,927 +5,473	+3%	+$1.81M	1.1%	17
2023 Q2	$55.7M	Buy	163,454 +58	+0%	+$18.2K	1.29%	15
2023 Q1	$47.1M	Buy	163,396 +885	+0.5%	+$226K	1.14%	18
2022 Q4	$39M	Buy	162,511 +2,323	+1%	+$557K	1%	18
2022 Q3	$37.3M	Buy	160,188 +1,929	+1%	+$509K	1.01%	18
2022 Q2	$40.6M	Sell	158,259 -3,573	-2%	-$970K	1.04%	18
2022 Q1	$49.9M	Sell	161,832 -8,506	-5%	-$2.56M	1.09%	20
2021 Q4	$57.3M	Buy	+170,338	New	+$55.2M	1.14%	17