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Level Wealth Management’s Microsoft MSFT Stock Holding History

Level 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 		$2.84M Sell
5,708
-56
-1% -$27.9K 1.65% 11
2025
Q1 		$2.16M Buy
5,764
+11
+0.2% +$4.13K 1.42% 8
2024
Q4 		$2.42M Buy
+5,753
New +$2.42M 1.71% 8