Portland Financial Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
672
-123
-15% -$61.2K 0.8% 47
2025
Q1
$298K Buy
795
+105
+15% +$39.4K 0.76% 50
2024
Q4
$291K Buy
+690
New +$291K 0.78% 49