Luminvest Wealth Management’s Microsoft MSFT Stock Holding History

Luminvest Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$811K	Buy
2025 Q1	$612K	Hold
2024 Q4	$687K	Buy
2024 Q3	$689K	Buy
2024 Q2	$658K	Buy
2024 Q1	$214K	Hold
2023 Q4	$201K	Buy