Steward Partners Investment Solutions’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$54.7M Buy
129,910
+102,466
+373% +$43.1M 9.2% 1
2023
Q4
$10.3M Buy
+27,444
New +$10.3M 4.3% 5