O'Connor Financial Group’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$955K	Sell	2,581 -2	-0.1%	-$837	0.39%	30
2025 Q4	$1.2M	Buy	2,583 +43	+2%	+$21.5K	0.48%	27
2025 Q3	$1.32M	Buy	2,540 +50	+2%	+$25.5K	0.55%	26
2025 Q2	$1.24M	Buy	2,490 +213	+9%	+$92.5K	0.55%	26
2025 Q1	$855K	Buy	2,277 +20	+0.9%	+$8.15K	0.44%	26
2024 Q4	$951K	Buy	2,257 +41	+2%	+$17.5K	0.5%	26
2024 Q3	$954K	Sell	2,216 -8	-0.4%	-$3.42K	0.5%	26
2024 Q2	$994K	Buy	2,224 +10	+0.5%	+$4.22K	0.58%	26
2024 Q1	$931K	Buy	2,214 +29	+1%	+$11.7K	0.56%	25
2023 Q4	$822K	Sell	2,185 -6	-0.3%	-$2.14K	0.51%	31
2023 Q3	$692K	Buy	2,191 +31	+1%	+$10.2K	0.47%	33
2023 Q2	$736K	Buy	2,160 +70	+3%	+$21.9K	0.51%	32
2023 Q1	$603K	Buy	+2,090	New	+$533K	0.45%	33