McGlone Suttner Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.97M	Buy	16,139 +788	+5%	+$330K	0.79%	19
2025 Q4	$7.42M	Sell	15,351 -627	-4%	-$314K	1%	14
2025 Q3	$8.28M	Sell	15,978 -9	-0.1%	-$4.59K	1.16%	14
2025 Q2	$7.95M	Sell	15,987 -107	-0.7%	-$46.5K	1.2%	14
2025 Q1	$6.04M	Buy	16,094 +245	+2%	+$99.9K	0.99%	15
2024 Q4	$6.68M	Buy	15,849 +1,989	+14%	+$847K	1.12%	14
2024 Q3	$5.96M	Sell	13,860 -720	-5%	-$308K	1.24%	14
2024 Q2	$5.48M	Sell	14,580 -662	-4%	-$280K	1.13%	14
2024 Q1	$6.41M	Buy	15,242 +662	+5%	+$268K	1.2%	14
2023 Q4	$5.48M	Buy	14,580 +196	+1%	+$69.8K	1.08%	14
2023 Q3	$4.54M	Buy	14,384 +415	+3%	+$137K	1.05%	15
2023 Q2	$4.76M	Buy	13,969 +55	+0.4%	+$17.2K	1.09%	14
2023 Q1	$4.01M	Buy	13,914 +378	+3%	+$96.4K	1.03%	15
2022 Q4	$3.25M	Buy	+13,536	New	+$3.25M	1.03%	16