LifeGoal Wealth Advisors’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$847K	Buy	1,702 +333	+24%	+$166K	0.8%	29
2025 Q1	$514K	Buy	1,369 +12	+0.9%	+$4.51K	0.56%	39
2024 Q4	$572K	Buy	+1,357	New	+$572K	0.62%	34