Optimist Retirement Group’s Microsoft MSFT Stock Holding History

Optimist Retirement Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.2M	Sell
2025 Q1	$2.47M	Sell
2024 Q4	$6.84M	Buy
2024 Q3	$6.98M	Buy
2024 Q2	$2.52M	Buy
2024 Q1	$2.09M	Sell
2023 Q4	$1.87M	Buy