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HMV Wealth Advisors’s Microsoft MSFT Stock Holding History

HMV Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
2,412
-1,553
-39% -$772K 0.79% 29
2025
Q1 		$1.49M Sell
3,965
-634
-14% -$238K 1.18% 27
2024
Q4 		$1.94M Buy
+4,599
New +$1.94M 1.94% 18