ShankerValleau Wealth Advisors’s Microsoft MSFT Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$910K	Hold
2025 Q2	$874K	Hold
2025 Q1	$660K	Hold
2024 Q4	$741K	Sell
2024 Q3	$1.1M	Buy
2024 Q2	$562K	Buy
2024 Q1	$472K	Buy
2023 Q4	$396K	Buy
2023 Q3	$245K	Hold
2023 Q2	$264K	Buy