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RFG - Bristol Wealth Advisors’s Microsoft MSFT Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.4M Sell
20,822
-928
-4% -$462K 3.21% 7
2025
Q1 		$8.16M Sell
21,750
-1,167
-5% -$438K 2.74% 8
2024
Q4 		$9.66M Buy
+22,917
New +$9.66M 3.17% 6