QTR Family Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.97M Buy
14,018
+2,039
+17% +$1.01M 4.32% 2
2025
Q1
$4.5M Buy
+11,979
New +$4.5M 3.39% 4