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Fonville Wealth Management’s Microsoft MSFT Stock Holding History

Fonville Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Sell
8,924
-402
-4% -$168K 0.63% 38
2025
Q4 		$4.51M Buy
9,326
+349
+4% +$175K 0.92% 31
2025
Q3 		$4.65M Sell
8,977
-341
-4% -$174K 1.05% 27
2025
Q2 		$4.64M Buy
9,318
+45
+0.5% +$19.5K 1.17% 26
2025
Q1 		$3.53M Buy
9,273
+941
+11% +$384K 1.04% 27
2024
Q4 		$3.51M Sell
8,332
-233
-3% -$99.2K 1.16% 28
2024
Q3 		$3.69M Buy
8,565
+1,000
+13% +$427K 1.27% 28
2024
Q2 		$3.38M Buy
7,565
+424
+6% +$179K 1.34% 28
2024
Q1 		$3M Buy
7,141
+3,120
+78% +$1.26M 1.33% 29
2023
Q4 		$1.51M Buy
+4,021
New +$1.43M 0.8% 37

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