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Petros Family Wealth’s Microsoft MSFT Stock Holding History

Petros Family Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.48M Buy
9,001
+143
+2% +$71.1K 4.09% 4
2025
Q1 		$3.33M Buy
8,858
+651
+8% +$244K 3.68% 4
2024
Q4 		$3.46M Buy
+8,207
New +$3.46M 3.73% 4