Flywheel Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
3,065
-210
-6% -$104K 1.22% 19
2025
Q1
$1.23M Sell
3,275
-90
-3% -$33.8K 1.12% 21
2024
Q4
$1.42M Buy
+3,365
New +$1.42M 1.3% 19