Poinciana Advisors Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
1,231
+345
+39% +$172K 0.55% 30
2025
Q1
$333K Buy
886
+207
+30% +$77.7K 0.34% 50
2024
Q4
$286K Buy
+679
New +$286K 0.29% 61