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Cura Wealth Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.93M Sell
5,890
-153
-3% -$76.1K 1.17% 17
2025
Q1
$2.27M Buy
6,043
+1,463
+32% +$549K 0.92% 19
2024
Q4
$1.93M Buy
+4,580
New +$1.93M 0.85% 20