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Gutierrez Wealth Advisory’s Microsoft MSFT Stock Holding History

Gutierrez Wealth Advisory’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Sell
1,392
-390
-22% -$194K 0.46% 26
2025
Q1 		$669K Sell
1,782
-12
-0.7% -$4.51K 0.54% 18
2024
Q4 		$756K Buy
+1,794
New +$756K 0.62% 17