Consultiva Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
552
0.85% 19
2025
Q1
$207K Buy
552
+150
+37% +$56.3K 0.71% 21
2024
Q4
$169K Buy
+402
New +$169K 0.85% 19