Marathon Strategic 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
$697K Buy
1,401
+66
+5% +$32.8K 0.65% 24
2025
Q1
$501K Buy
1,335
+36
+3% +$13.5K 0.54% 23
2024
Q4
$548K Sell
1,299
-58
-4% -$24.5K 0.59% 23
2024
Q3
$584K Buy
1,357
+169
+14% +$72.7K 0.62% 24
2024
Q2
$531K Buy
+1,188
New +$531K 0.62% 24
2024
Q1
Sell
-1,188
Closed -$447K 30
2023
Q4
$447K Buy
+1,188
New +$447K 0.61% 23