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Elm3 Financial Group’s Microsoft MSFT Stock Holding History

Elm3 Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.59M Sell
11,233
-659
-6% -$328K 4.65% 4
2025
Q1 		$4.46M Sell
11,892
-1,049
-8% -$394K 3.92% 6
2024
Q4 		$5.45M Buy
+12,941
New +$5.45M 4.65% 4