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DKM Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Sell
1,274
-20
-2% -$9.94K 0.55% 26
2025
Q1
$486K Hold
1,294
0.47% 29
2024
Q4
$545K Buy
+1,294
New +$545K 0.52% 24