Foundation Wealth Management (Pennsylvania)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Buy
1,276
+20
+2% +$9.95K 0.27% 50
2025
Q1
$471K Buy
1,256
+368
+41% +$138K 0.22% 57
2024
Q4
$374K Buy
+888
New +$374K 0.18% 62