Live Oak Investment Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.43M Sell
6,902
-95
-1% -$47.3K 2.64% 11
2025
Q1
$2.63M Buy
+6,997
New +$2.63M 2.07% 13
2024
Q4
Hold
0
-$1.38M 11
2024
Q3
Hold
0
-$1.41M 29
2024
Q2
Hold
0
24
2023
Q4
Hold
0
-$1M 23
2023
Q3
Hold
0
-$1.23M 27
2023
Q2
Hold
0
-$1.11M 24
2023
Q1
Hold
0
-$938K 24
2022
Q4
Hold
0
31