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Copia Wealth Management’s Microsoft MSFT Stock Holding History

Copia Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Sell
2,030
-26
-1% -$12.9K 0.85% 32
2025
Q1 		$772K Sell
2,056
-75
-4% -$28.2K 0.71% 35
2024
Q4 		$898K Buy
+2,131
New +$898K 0.85% 31