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Principia Wealth Advisory’s Microsoft MSFT Stock Holding History

Principia Wealth Advisory’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 		$606K Buy
1,219
+85
+7% +$42.3K 0.51% 27
2025
Q1 		$443K Buy
1,134
+82
+8% +$32K 0.42% 25
2024
Q4 		$443K Buy
+1,052
New +$443K 0.42% 25