Jacksonville 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	$2.6M	Buy	5,229 +219	+4%	+$109K	2.09%	14
2025 Q1	$1.88M	Sell	5,010 -50	-1%	-$18.8K	1.85%	17
2024 Q4	$2.13M	Buy	+5,060	New	+$2.13M	1.99%	14