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Oak Wealth Advisors’s Microsoft MSFT Stock Holding History

Oak Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
2,058
-11
-0.5% -$5.47K 0.66% 21
2025
Q1 		$777K Sell
2,069
-355
-15% -$133K 0.57% 25
2024
Q4 		$1.02M Buy
+2,424
New +$1.02M 0.79% 17