Optivise Advisory Services’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.43M	Buy	6,889 +417	+6%	+$207K	1.75%	9
2025 Q1	$2.43M	Buy	6,472 +181	+3%	+$67.9K	1.36%	8
2024 Q4	$2.65M	Buy	6,291 +375	+6%	+$158K	1.43%	13
2024 Q3	$2.55M	Sell	5,916 -1,185	-17%	-$510K	1.34%	12
2024 Q2	$3.17M	Buy	+7,101	New	+$3.17M	1.71%	10