Genesis 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
$3.2M Buy
6,431
+216
+3% +$107K 1.51% 22
2025
Q1
$2.33M Buy
6,215
+100
+2% +$37.5K 1.24% 25
2024
Q4
$2.58M Buy
+6,115
New +$2.58M 1.42% 21