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Latko Wealth Management’s Microsoft MSFT Stock Holding History

Latko Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$590K Buy
1,185
+403
+52% +$201K 0.33% 20
2025
Q1 		$293K Sell
782
-354
-31% -$133K 0.19% 25
2024
Q4 		$479K Buy
1,136
+83
+8% +$35K 0.28% 22
2024
Q3 		$453K Buy
+1,053
New +$453K 0.27% 22