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SpringVest Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
1,080
-25
-2% -$12.4K 0.44% 37
2025
Q1
$415K Sell
1,105
-418
-27% -$157K 0.34% 43
2024
Q4
$642K Buy
+1,523
New +$642K 0.55% 31