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Shepherd Wealth Management’s Microsoft MSFT Stock Holding History

Shepherd Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.35M Buy
14,092
+451
+3% +$235K 5% 7
2025
Q1 		$5.12M Buy
13,641
+8,013
+142% +$3.01M 5.26% 10
2024
Q4 		$2.37M Buy
+5,628
New +$2.37M 2.33% 13