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SilverOak Wealth Management’s Microsoft MSFT Stock Holding History

SilverOak Wealth Management’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
2026
Q1 		$1.5M Sell
4,053
-358
-8% -$150K 0.24% 42
2025
Q4 		$2.13M Hold
4,411
– – 0.33% 33
2025
Q3 		$2.28M Sell
4,411
-442
-9% -$225K 0.39% 30
2025
Q2 		$2.41M Buy
4,853
+1,121
+30% +$487K 0.45% 27
2025
Q1 		$1.4M Buy
3,732
+33
+0.9% +$13.5K 0.3% 37
2024
Q4 		$1.56M Buy
3,699
+13
+0.4% +$5.54K 0.34% 33
2024
Q3 		$1.59M Hold
3,686
– – 0.36% 31
2024
Q2 		$1.65M Buy
3,686
+33
+0.9% +$13.9K 0.4% 31
2024
Q1 		$1.54M Buy
3,653
+180
+5% +$72.9K 0.38% 31
2023
Q4 		$1.31M Buy
+3,473
New +$1.24M 0.35% 32

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VPM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return