One Advisory Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Buy
1,282
+510
+66% +$258K 0.22% 33
2025
Q1
$290K Buy
772
+38
+5% +$14.3K 0.12% 43
2024
Q4
$309K Hold
734
0.14% 38
2024
Q3
$316K Buy
734
+206
+39% +$88.6K 0.14% 36
2024
Q2
$236K Hold
528
0.11% 44
2024
Q1
$222K Buy
+528
New +$222K 0.11% 42