SGL Investment Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7M Buy
21,487
+225
+1% +$112K 5.08% 1
2025
Q1
$9.32M Buy
21,262
+112
+0.5% +$49.1K 4.81% 1
2024
Q4
$8.65M Buy
21,150
+518
+3% +$212K 4.36% 2
2024
Q3
$8.81M Buy
+20,632
New +$8.81M 4.52% 2