Instrumental Wealth’s Microsoft MSFT Stock Holding History

Instrumental Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Buy
2025 Q1	$1.18M	Buy
2024 Q4	$1.08M	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$1.02M	Sell
2024 Q1	$1.08M	Buy
2023 Q4	$952K	Buy
2023 Q3	$735K	Buy
2023 Q2	$541K	Sell
2023 Q1	$506K	Buy