Corient IA’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Buy	3,500 +800	+30%	+$398K	1.03%	9
2025 Q1	$1.01M	Buy	+2,700	New	+$1.01M	0.72%	19