InvesTrust’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7M Sell
25,546
-10,688
-29% -$5.32M 4.9% 2
2025
Q1
$13.6M Sell
36,234
-391
-1% -$147K 3.72% 1
2024
Q4
$15.5M Buy
+36,625
New +$15.5M 4.32% 1