Grunden Financial Advisory’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Hold	611	–	–	0.13%	24
2025 Q1	$229K	Buy	611 +2	+0.3%	+$750	0.11%	23
2024 Q4	$257K	Buy	+609	New	+$257K	0.12%	21
2024 Q3	–	Sell	-453	Closed	-$203K	–	27
2024 Q2	$203K	Buy	+453	New	+$203K	0.11%	24