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North Berkeley Wealth Management’s Microsoft MSFT Stock Holding History

North Berkeley Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
2,589
-381
-13% -$189K 1.18% 19
2025
Q1 		$1.11M Buy
2,970
+76
+3% +$28.5K 1.16% 16
2024
Q4 		$1.22M Buy
+2,894
New +$1.22M 1.24% 15