Schwallier 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	$332K	Sell	667 -169	-20%	-$84K	0.2%	39
2025 Q1	$314K	Buy	+836	New	+$314K	0.23%	39
2024 Q1	–	Sell	-2,083	Closed	-$783K	–	34
2023 Q4	$783K	Buy	+2,083	New	+$783K	0.65%	19