Marshall & Sterling 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
$1.67M Sell
3,385
-136
-4% -$67.2K 1.13% 23
2025
Q1
$1.32M Buy
3,521
+740
+27% +$278K 0.9% 31
2024
Q4
$1.17M Buy
+2,781
New +$1.17M 0.81% 33