Seilern Investment 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	$160M	Sell	321,256 -42,499	-12%	-$21.1M	10.54%	1
2025 Q1	$137M	Sell	363,755 -49,703	-12%	-$18.7M	8.93%	3
2024 Q4	$174M	Buy	+413,458	New	+$174M	9.93%	2