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Meriwether Wealth & Planning’s Microsoft MSFT Stock Holding History

Meriwether Wealth & Planning’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.76M Sell
5,550
-300
-5% -$149K 1.73% 11
2025
Q1 		$2.2M Buy
5,850
+747
+15% +$280K 1.43% 13
2024
Q4 		$2.15M Buy
+5,103
New +$2.15M 1.53% 11