Ledgewood Wealth Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$671K Hold
1,349
0.42% 35
2025
Q1
$506K Hold
1,349
0.33% 38
2024
Q4
$569K Hold
1,349
0.37% 38
2024
Q3
$580K Buy
+1,349
New +$580K 0.39% 33