Cypress Point Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Buy	6,595 +4,777	+263%	+$2M	0.53%	31
2025 Q4	$879K	Buy	1,818 +200	+12%	+$100K	0.19%	49
2025 Q3	$838K	Hold	1,618	–	–	0.17%	46
2025 Q2	$805K	Buy	1,618 +75	+5%	+$32.6K	0.2%	45
2025 Q1	$579K	Hold	1,543	–	–	0.18%	49
2024 Q4	$650K	Sell	1,543 -1,665	-52%	-$709K	0.2%	48
2024 Q3	$1.38M	Buy	3,208 +25	+0.8%	+$10.7K	0.54%	39
2024 Q2	$1.42M	Sell	3,183 -35	-1%	-$14.8K	0.67%	35
2024 Q1	$1.35M	Buy	3,218 +301	+10%	+$122K	0.69%	35
2023 Q4	$1.1M	Buy	2,917 +336	+13%	+$120K	0.81%	30
2023 Q3	$815K	Buy	+2,581	New	+$853K	0.72%	30
2021 Q4	–	Sell	-552	Closed	-$156K	–	111
2021 Q3	$156K	Sell	552 -2,315	-81%	-$674K	0.11%	31
2021 Q2	$777K	Buy	2,867 +329	+13%	+$83.6K	0.55%	18
2021 Q1	$598K	Sell	2,538 -2,244	-47%	-$521K	0.62%	14
2020 Q4	$1.06M	Buy	+4,782	New	+$1.03M	1.62%	14