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Joel Adams & Associates’s Microsoft MSFT Stock Holding History

Joel Adams & Associates’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$831K Sell
1,670
-38
-2% -$18.9K 0.74% 24
2025
Q1 		$641K Hold
1,708
– – 0.58% 25
2024
Q4 		$720K Buy
+1,708
New +$720K 0.65% 26