Optimist Retirement Group’s Microsoft MSFT Stock Holding History

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