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David Wealth Management’s Microsoft MSFT Stock Holding History

David Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449K Buy
904
+165
+22% +$82K 0.33% 29
2025
Q1 		$278K Sell
739
-8
-1% -$3.01K 0.23% 40
2024
Q4 		$315K Buy
+747
New +$315K 0.26% 35