EnRich Financial Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$760K Sell
2025
Q2
$768K Buy
2025
Q1
$551K Sell
2024
Q4
$622K Hold
2024
Q3
$635K Hold
2024
Q2
$659K Buy
2024
Q1
$619K Hold
2023
Q4
$553K Buy