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Next Level Wealth Planning’s Microsoft MSFT Stock Holding History

Next Level 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 		$678K Sell
1,363
-4
-0.3% -$1.99K 0.43% 17
2025
Q1 		$513K Buy
1,367
+40
+3% +$15K 0.39% 23
2024
Q4 		$559K Buy
+1,327
New +$559K 0.44% 17