Sincerus Advisory’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
765
+25
+3% +$12.8K 0.37% 47
2025
Q1
$278K Sell
740
-35
-5% -$13.1K 0.29% 53
2024
Q4
$327K Buy
+775
New +$327K 0.35% 50