JDH 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
$683K Sell
1,373
-254
-16% -$126K 0.52% 28
2025
Q1
$611K Buy
1,627
+178
+12% +$66.8K 0.52% 27
2024
Q4
$611K Buy
+1,449
New +$611K 0.54% 24