Lee-Kelleher Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	+522	New	+$260K	0.17%	34
2025 Q1	–	Sell	-516	Closed	-$217K	–	37
2024 Q4	$217K	Buy	+516	New	+$217K	0.15%	38