Gen-Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Sell
6,514
-95
-1% -$47.3K 1.25% 12
2025
Q1
$2.48M Buy
6,609
+198
+3% +$74.3K 1.04% 13
2024
Q4
$2.7M Sell
6,411
-504
-7% -$212K 1.16% 12
2024
Q3
$2.99M Buy
6,915
+656
+10% +$284K 1.31% 11
2024
Q2
$2.8M Buy
6,259
+155
+3% +$69.3K 1.35% 8
2024
Q1
$2.57M Buy
+6,104
New +$2.57M 1.27% 11