Delta Wealth Advisors LLC’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
$656K Sell
2025
Q1
$608K Sell
2024
Q4
$694K Sell
2024
Q3
$729K Sell
2024
Q2
$817K Buy
2024
Q1
$720K Buy