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MOKAN Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.01M Sell
12,084
-2,922
-19% -$1.45M 3.36% 7
2025
Q1
$5.63M Buy
15,006
+1,670
+13% +$627K 3.39% 7
2024
Q4
$5.62M Buy
+13,336
New +$5.62M 3.58% 8