PTM 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
$895K Buy
1,795
+531
+42% +$265K 0.59% 15
2025
Q1
$448K Buy
+1,264
New +$448K 0.47% 23