LeClair Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.81M Sell
13,681
-229
-2% -$114K 4.62% 4
2025
Q1
$5.22M Buy
13,910
+5
+0% +$1.88K 3.76% 6
2024
Q4
$5.86M Buy
+13,905
New +$5.86M 3.91% 5