Lifelong 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
$1.4M Buy
2,808
+252
+10% +$125K 0.46% 28
2025
Q1
$960K Buy
2,556
+13
+0.5% +$4.88K 0.45% 27
2024
Q4
$1.07M Buy
+2,543
New +$1.07M 0.48% 25