Merkkuri 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
$636K Sell
1,279
-148
-10% -$73.6K 0.48% 46
2025
Q1
$536K Sell
1,427
-760
-35% -$285K 0.46% 52
2024
Q4
$922K Sell
2,187
-46
-2% -$19.4K 0.73% 37
2024
Q3
$961K Buy
2,233
+270
+14% +$116K 0.76% 37
2024
Q2
$878K Buy
+1,963
New +$878K 0.81% 36