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Oregon Pacific Wealth Management’s Microsoft MSFT Stock Holding History

Oregon Pacific Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.61M Sell
13,298
-225
-2% -$112K 6.26% 2
2025
Q1 		$5.08M Buy
13,523
+193
+1% +$72.5K 5.07% 2
2024
Q4 		$5.62M Buy
+13,330
New +$5.62M 5.51% 2