IMG Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Buy
1,537
+329
+27% +$164K 0.59% 25
2025
Q1
$454K Sell
1,208
-6
-0.5% -$2.25K 0.41% 32
2024
Q4
$512K Buy
+1,214
New +$512K 0.47% 29