Partners Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Hold
5,573
2.42% 10
2025
Q1
$2.09M Sell
5,573
-9
-0.2% -$3.38K 2.37% 9
2024
Q4
$2.35M Buy
+5,582
New +$2.35M 2.68% 4