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Ipsen Advisor Group’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
3,183
+123
+4% +$61.2K 1.21% 21
2025
Q1
$1.15M Sell
3,060
-23
-0.7% -$8.63K 0.99% 25
2024
Q4
$1.3M Buy
+3,083
New +$1.3M 1.11% 24
2022
Q4
$713K Buy
+2,975
New +$713K 0.82% 27