Invenio Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.27M Sell
2025
Q2
$5.08M Sell
2025
Q1
$4.03M Buy
2024
Q4
$4.49M Buy
2024
Q3
$4.48M Buy
2024
Q2
$4.41M Buy
2024
Q1
$4.07M Buy
2023
Q4
$3.46M Sell
2023
Q3
$2.95M Buy
2023
Q2
$3.14M Buy