Magnolia Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Sell
5,899
-12
-0.2% -$5.97K 2.27% 11
2025
Q1
$2.22M Buy
5,911
+753
+15% +$283K 1.83% 12
2024
Q4
$2.17M Buy
+5,158
New +$2.17M 1.87% 12