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Helium Advisors’s Microsoft MSFT Stock Holding History

Helium Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.41M Sell
18,927
-122
-0.6% -$60.7K 5.95% 4
2025
Q1 		$7.15M Buy
19,049
+11,232
+144% +$4.22M 5.2% 6
2024
Q4 		$3.29M Buy
+7,817
New +$3.29M 2.61% 8