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Serenus Wealth Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
2,547
+108
+4% +$53.7K 0.21% 21
2025
Q1
$915K Sell
2,439
-3,048
-56% -$1.14M 0.15% 23
2024
Q4
$2.31M Buy
+5,487
New +$2.31M 0.4% 18