Kolinsky Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.81M	Buy	20,909 +551	+3%	+$235K	5.38%	2
2024 Q3	$8.76M	Buy	20,358 +891	+5%	+$381K	5.7%	2
2024 Q2	$8.7M	Buy	19,467 +933	+5%	+$394K	6.23%	2
2024 Q1	$7.8M	Buy	18,534 +797	+4%	+$323K	5.96%	2
2023 Q4	$6.67M	Sell	17,737 -65	-0.4%	-$23.1K	5.87%	2
2023 Q3	$5.62M	Buy	17,802 +339	+2%	+$112K	5.58%	2
2023 Q2	$5.85M	Buy	17,463 +1,233	+8%	+$386K	5.55%	4
2023 Q1	$4.68M	Sell	16,230 -137	-0.8%	-$34.9K	4.97%	4
2022 Q4	$3.92M	Sell	16,367 -89	-0.5%	-$21.4K	4.48%	3
2022 Q3	$3.83M	Sell	16,456 -701	-4%	-$185K	4.8%	4
2022 Q2	$4.41M	Buy	17,157 +102	+0.6%	+$27.7K	5.21%	3
2022 Q1	$5.26M	Buy	17,055 +334	+2%	+$100K	5.16%	3
2021 Q4	$5.62M	Buy	+16,721	New	+$5.42M	5.2%	3