Elevate Capital Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.88M Sell
7,803
-4,485
-36% -$2.23M 3.09% 4
2025
Q1
$4.61M Buy
12,288
+2,123
+21% +$797K 4.27% 3
2024
Q4
$4.28M Buy
+10,165
New +$4.28M 3.77% 7