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ORG Wealth Partners’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.14M Buy
8,402
+169
+2% +$83.2K 0.99% 14
2025
Q1
$3.15M Buy
8,233
+1,724
+26% +$659K 0.97% 15
2024
Q4
$2.74M Buy
6,509
+347
+6% +$146K 0.85% 14
2024
Q3
$2.65M Buy
+6,162
New +$2.65M 0.88% 14