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Rolek Wealth Management’s Microsoft MSFT Stock Holding History

Rolek Wealth Management’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 		$876K Buy
1,761
+26
+1% +$12.9K 0.76% 8
2025
Q1 		$669K Sell
1,735
-51
-3% -$19.7K 0.69% 7
2024
Q4 		$753K Buy
+1,786
New +$753K 0.59% 5