Kelly Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.06M Buy
10,173
+271
+3% +$135K 1.46% 15
2025
Q1
$3.72M Buy
9,902
+926
+10% +$348K 1.16% 19
2024
Q4
$3.78M Buy
+8,976
New +$3.78M 1.35% 17