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Shum Financial Group’s Microsoft MSFT Stock Holding History

Shum Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$4.08M Buy
10,881
+317
+3% +$119K 3.53% 5
2024
Q4 		$4.45M Sell
10,564
-794
-7% -$335K 3.85% 4
2024
Q3 		$4.67M Buy
+11,358
New +$4.67M 3.9% 5