Holos Integrated 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
$861K Sell
1,649
-81
-5% -$42.3K 0.52% 26
2025
Q1
$649K Sell
1,730
-221
-11% -$83K 0.43% 36
2024
Q4
$822K Buy
+1,951
New +$822K 0.56% 28